Adam Briggs (CRD# 4403029) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wooster, OH and has over 22 years of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
CRD# 4629095
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Lake House North, LLC | Wooster, OH | Mar 2022 - Current | 2 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Current | 2 |
| Briggs Financial Group | Wooster, OH | Oct 2008 - Current | 15 |
| Voya Financial Advisors | Wooster, OH | Sep 2014 - Jun 2021 | 6 |
| Ing Financial Partners, Inc. | Wooster, OH | Jan 2004 - Sep 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2001 |
- OH
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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