Lyn Early Adams

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2021 → 05/2022
  Lowes Grove Middle School
  Durham, NC
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: ADAMS FINANCIAL ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES ; START DATE: 01/2019 ; POSITION/TITLE/RELATIONSHIP: OWNER / FINANCIAL ADVISOR / CFP ; APX NUMBER OF HOURS PER WEEK: 35 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: OBTAIN AND SERVICE CLIENTS. FINANCIAL EDUCATOR CREATING, TEACHING AND COUNSELING ON FINANCIAL TOPICS ; 2. NAME OF OTHER BUSINESS: ADAMS FINANCIAL PARTNERS INC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: LIFE INSURANCE SALES ; START DATE: 02/2019 ; POSITION/TITLE/RELATIONSHIP: LIFE INSURANCE AGENT / BUSINESS CONSULTANT ; APX NUMBER OF HOURS PER WEEK: 2-5 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2-5 ; BRIEF DESCRIPTION OF DUTIES: COMPLETE, PROCESS AND SERVICE INSURANCE APPLICATIONS. BUSINESS CONSULTING WHEN APPLICABLE ; 3. NAME OF OTHER BUSINESS: CAROLINA ELITE BASKETBALL INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED ADDRESS NATURE OF BUSINESS: COMPETITIVE YOUTH BASKETBALL, YOUTH OUTREACH START DATE: 04/2014 POSITION/TITLE/RELATIONSHIP: COACH APX NUMBER OF HOURS PER WEEK: 10 TO 15 NONE DURING TRADING HOURS: BRIEF DESCRIPTION OF DUTIES: COACH YOUTH BASKETBALL, TEAM PRACTICE AND ORGANIZE TOURNAMENTS. BOARD MEMBER. TEAM FUNDRAISING. ASSIST IN ESTABLISHING ACCOUNTING SYSTEM FOR TEAM. 4. NAME OF OTHER BUSINESS: LIFECHANGE MINISTRIES LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: COMMERCIAL REAL ESTATE; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 3 TO 4; APX NUMBER OF HOURS DURING TRADING HOURS: 3 TO 4 ; BRIEF DESCRIPTION OF DUTIES: COMMERCIAL PROPERTIES, VACATION RENTALS AND SHORT TERM LEASES ; 5. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE ; START DATE: 02/2019 ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT ; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND LONG TERM CARE ; 6. NAME OF OTHER BUSINESS: FINEST BASKETBALL ACADEMY; INVESTMENT RELATED: NO; ADDRESS: 3707 GARRETT RD, DURHAM, NC 27707; NATURE OF BUSINESS: BASKETBALL ACADEMY; START DATE: 11/2024; POSITION/TITLE/RELATIONSHIP: OWNER/DIRECTOR; APX NUMBER OF HOURS PER WEEK: 15; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OVERALL OPERATION OF THE ACADEMY;

Exams

• S66 Uniform Combined State Law Examination
  2001-10-15
• S65 Uniform Investment Adviser Law Examination
  1999-12-16
• S63 Uniform Securities Agent State Law Examination
  1995-08-11

Designations

• Certified Financial Planner