Vickie Francene 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

• 09/1993 → 09/2025
  Avantax Investment Services, Inc.
  Denver, CO
• 05/1994 → 09/2025
  Avantax Advisory Services
  Denver, CO
• 01/1990 → Present
  Vickie Adams
  San Pedro, CA
• 04/1994 → 09/2025
  Avantax Insurance Agency, Llc
  Denver, CO
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Denver, CO
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1994-04-29 → 2025-09-05
  Avantax Advisory Services
  San Pedro, CA
  Denver, CO
  Jupiter, FL
  Denver, CO

Other Businesses

1) Vickie Adams~'NIR'~2403 moray avenue, suite 3b~SAN PEDRO~CA~90732~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/1986~20hrs~20hrs~prepare tax returns 2) VICKIE ADAMS, CDFA~'NIR'~2403 S MORAY AVENUE, 3B~SAN PEDRO~CA~90732~Business/Management Consulting~Owner/Sole Proprietor~8/1/2012~10hrs~0hrs~Certified Divorce Financial Analyst 3) Vickie Adams~'NIR'~2403 MORAY AVE, 3B~SAN PEDRO~CA~90732~Independent Insurance Agent~Insurance Sales Agent~1/1/1990~5hrs~5hrs~Sell ins as part of the financial planning process 4) Vickie Adams CFP A Wealth Management Firm~'NIR'~2403 Moray Ave, 3B~San Pedro~CA~90732~Other~Other~1/1/1993~160hrs~160hrs~Operational and/ or Marketing name for Avantax Services 5) NAME OF OTHER BUSINESS: PERSONAL RENTAL PROPERTY ; INVESTMENT RELATED: NO ; ADDRESS: 1700 BASSETT ST DENVER, CO 80202 ; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 7/15/26 ; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0.5 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES: RENTAL OF PERSONAL PROPERTY;

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-09-01

Designations

• Certified Financial Planner

Other Names

• Vickie F Adams
• Vickie Myers
• Vickie F Myers
• Vickie Slavkin