Christopher Michael Adams

Current Employers

Employment History

• 12/2003 → 03/2019
  Lpl Financial Llc (F.K.A) Linsco/Private Ledger
  Baton Rouge, LA
• 03/2019 → Present
  Cwm, Llc Dba Carson Group Partners
  Baton Rouge, LA
• 03/2019 → Present
  The Olivier Group, Llc
  Baton Rouge, LA
• 12/2003 → Present
  Adams Investment Services, Llc
  Baton Rouge, LA
• 05/2007 → 01/2026
  Strategic Wealth Management, Llc
  Baton Rouge, LA
• 05/2007 → Present
  Enclave Development, Llc
  Baton Rouge, LA
• 11/2014 → Present
  Lsu Alumni Association Of New Orleans - Crescent City Tigers
  New Orleans, LA
• 11/2014 → Present
  Alpha Gamma House Corporation Pi Kappa Alpha Fraternity
  Baton Rouge, LA
• 05/2007 → Present
  The Oaks At Bluebonnet Parc
  Baton Rouge, LA
• 03/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2004-01-07 → 2019-04-09
  Lpl Financial Llc
  Baton Rouge, LA
  Baton Rouge, LA

Other Businesses

1. CWM, LLC DBA CARSON GROUP PARTNERS IR: YES SAME AS REGISTERED LOCATION SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. INVESTMENT ADVISORY REPRESENTATIVE 03/2019 HRS: 40 TRADING HOURS: 32.5 INVESTMENT ADVISORY REPRESENTATIVE 2. FIXED INSURANCE WITH VARIOUS COMPANIES IR: YES SAME AS REGISTERED LOCATION FIXED INSURANCE START DATE: 03/2019 HRS: VARIES TRADING HRS: VARIES INSURANCE AGENT SELLS LIFE 3. THE OLIVIER GROUP, LLC IR: YES SAME AS REGISTERED LOCATION FINANCIAL SERVICES 03/2019 PARTNER HRS: 40 TRADING HOURS: 40 DUTIES: PARTNER - PROVIDE FINANCIAL SERVICES 4. ADAMS INVESTMENT SERIVCES, LLC IR: YES ADDRESS: SAME AS REGISTERED LOCATION OPERATING LLC 12/2003 POSITION: PRESIDENT HRS: 2 TRADING HOURS: 2 DUTIES: PRESIDENT - OPERATING LLC FOR REPORTING 1099 INCOME 5. ENCLAVE DEVELOPMENT, LLC IR: NO SAME AS REGISTERED LOCATION RENTAL - REAL ESTATE 05/2007 POSITION: OWNER HOURS PER WEEK: 1 PER MONTH TRADING HOURS: MINIMAL LANDLORD DUTIES FOR BUILDING 6. LSU ALUMNI ASSOCIATION OF NEW ORLEANS - CRESCENT CITY TIGERS IR: NO 5407 CANAL BLVD NEW ORLEANS LA 70124 NON-PROFIT 11/2014 BOARD MEMEBER HRS: MINIMAL TRADING HRS: MINIMAL BOARD MEMBER 7. ALPHA GAMMA HOUSE CORPORATION PI KAPPA ALPHA FRATERNITY IR: NO 15 FRATERNITY LANE BATON ROUGE LA 70802 FRATERNITY 11/2014 BOARD MEMBER HRS: MINIMAL TRADING HOURS: MINIMAL BOARD MEMBER 8. THE OAKS AT BLUEBONNET PARC IR: NO SAME AS REGISTERED LOCATION ASSOCIATION 05/2007 BOARD MEMBER APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL DUTIES: PRESIDENT OF OWNER MEMBER ASSOCIATION FOR BUILDING 9. NAME OF OTHER BUSINESS: LOUISIANA STATE UNIVERSITY ALUMNI ASSOCIATION INVESTMENT RELATED: NO ADDRESS: 3838 WEST LAKESHORE DRIVE, BATON ROUGE, LA, 70808 NATURE OF BUSINESS: ALUMNI ASSOCIATION START DATE: 3/13/2026 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: DISCUSS AND VOTE ON PRUDENT DECISION-MAKING SITUATIONS ON THE BOARD FOR THE BENEFIT OF THE LSUAA. 10. NAME OF OTHER BUSINESS: SHAW CENTER FOR THE ARTS INVESTMENT RELATED: NO ADDRESS: 100LAFAYETTE STREET, BATON ROUGE, LA, 70801 NATURE OF BUSINESS: CENTER FOR THE ARTS START DATE: 3/20/2026 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: DISCUSS AND VOTE ON PRUDENT DECISION-MAKING FOR THE BENEFIT OF THE BOARD AND THE SHAW CENTER

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-12
• S63 Uniform Securities Agent State Law Examination
  1995-04-10

Other Names

• Chris Adams