LARRY D. ADAMS

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CRD#: 2035244

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

LARRY DEWAYNE ADAMS, AIF® was a registered financial professional .

LARRY is a previously registered financial professional and started their career in finance in 1990. LARRY had worked at 21 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Biography

Larry is a Partner in the Texas office. As a partner at Cerity Partners, he serves his clients by providing independent coordinated advice with a focus on corporate retirement plan consulting, as well as wealth management and financial planning services, to business owners, retirees, and professionals.

Prior to joining Cerity Partners, Larry was a Partner, Senior Financial Advisor, and member of the investment committee at FJY Financial. He joined FJY Financial in 2014 with the merger of LifePointe Financial Partners and FJY Financial. Larry had previously founded LifePointe Financial Partners on the principle that clients’ interests always come first. Since entering the financial industry, Larry has been dedicated to providing exceptional service to his clients. He serves as a trusted advisor to his clients by helping them gain clarity about the financial goals and values that are most important to them.

He has expertise in helping companies of all sizes and from a variety of industries design a qualified retirement benefit plan to meet their company goals and maximizes employees’ probability of achieving financial independence. His expertise has helped retirement plan sponsors to successfully navigate their fiduciary responsibilities while delivering best in class retirement solutions that engage and empower their employees for financial success.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

R.C. STEWART FAMILY LIMITED PARTNERSHIP CO-TRUSTEE. R.C. STEWART ENTERPRISE, INC., GENERAL PARTNER- PRESIDENT. BOTH ARE FAMILY RUN BUSINESSES THAT DERIVE THEIR INCOME FROM FARMING, OIL ROYALTIES, STOCKS, BONDS AND OTHER INVESTMENTS. I SPEND APPROXIMATELY 5-10 HOURS A MONTH WITH BOTH ENTITIES.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Past

June 8, 2022 - January 9, 2024

CERITY PARTNERS LLC

RIA

CRD#: 151559

NEW YORK, NY

Past

June 8, 2022 - November 15, 2024

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

RIA

CRD#: 164198

MIDLAND, TX

Past

August 4, 2014 - July 1, 2022

FJY FINANCIAL

RIA

CRD#: 139347

MIDLAND, TX

Past

August 14, 2008 - October 7, 2009

D.H. HILL SECURITIES, LLLP

CRD#: 41528

MIDLAND, TX

Past

October 12, 2006 - September 3, 2008

LOWELL & COMPANY, INC.

CRD#: 24913

MIDLAND, TX

Past

August 2, 2006 - December 31, 2014

LIFEPOINTE FINANCIAL PARTNERS, LP

RIA

CRD#: 140965

MIDLAND, TX

Past

January 20, 2006 - October 2, 2006

ONYX WEALTH ADVISORS, INC.

RIA

CRD#: 119558

DALLAS, TX

Past

January 18, 2006 - October 2, 2006

CAMBRIDGE LEGACY SECURITIES L.L.C.

CRD#: 103722

MIDLAND, TX

Past

April 27, 2005 - December 31, 2005

LOWELL & COMPANY, INC.

RIA

CRD#: 24913

MIDLAND, TX

Past

April 18, 2005 - December 31, 2005

LOWELL & COMPANY, INC.

CRD#: 24913

LUBBOCK, TX

Past

January 3, 2005 - April 15, 2005

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

MIDLAND, TX

Past

July 13, 2004 - April 15, 2005

QUESTAR CAPITAL CORPORATION

RIA

CRD#: 43100

MIDLAND , TX

Past

July 13, 2004 - April 15, 2005

QUESTAR CAPITAL CORPORATION

CRD#: 43100

MINNEAPOLIS, MN

Past

May 7, 2004 - July 14, 2004

SSN ADVISORY, INC.

RIA

CRD#: 126090

MIDLAND, TX

Past

May 6, 2004 - July 14, 2004

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

KNOXVILLE, TN

Past

December 10, 2002 - May 7, 2004

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

May 1, 2002 - November 11, 2002

WORTH FINANCIAL GROUP INC.

CRD#: 13478

DALLAS, TX

Past

May 31, 2001 - April 16, 2002

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

LINCOLN, NE

Past

September 22, 2000 - June 1, 2001

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

October 9, 1995 - December 31, 1998

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

September 2, 1994 - August 24, 1995

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

September 25, 1992 - August 5, 1994

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

September 25, 1992 - August 5, 1994

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

August 29, 1991 - September 4, 1992

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

August 28, 1991 - September 4, 1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

August 30, 1990 - August 22, 1991

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

August 30, 1990 - August 22, 1991

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CERITY PARTNERS LLC

CERITY PARTNERS | MILSTEIN ADVISORS LLC | HPM PARTNERS SFO ALLIANCE | HPM PARTNERS LLC | CERITY PARTNERS LLC

CRD#: 151559 / SEC#: 801-70719

RIA

Registered Investment Advisory firm - (10/22/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/19/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/11/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/3/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/28/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CERITY PARTNERS LLC

CERITY PARTNERS | MILSTEIN ADVISORS LLC | HPM PARTNERS SFO ALLIANCE | HPM PARTNERS LLC | CERITY PARTNERS LLC

CRD#: 151559 / SEC#: 801-70719

RIA

Registered Investment Advisory firm - (10/22/2009 Approved)

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Contact information

Main Address

99 Park Avenue 16th Floor, New York, NY 10016

Mailing Address

Phone number

(212) 850-4260

Established

Firm type

Fiscal year end

# of Employees

1,166

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CP ADV PART 2A (9/18/2025)

Regulatory assets under management

Total Number of Accounts	19,810
AUM (Assets Under Management)	$ 122,848,693,051

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/23/2025	Cover Page	Report
07/24/2024	Cover Page	Report
09/28/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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LARRY D. ADAMS

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

FJY FINANCIAL

D.H. HILL SECURITIES, LLLP

LOWELL & COMPANY, INC.

LIFEPOINTE FINANCIAL PARTNERS, LP

ONYX WEALTH ADVISORS, INC.

CAMBRIDGE LEGACY SECURITIES L.L.C.

LOWELL & COMPANY, INC.

LOWELL & COMPANY, INC.

QUESTAR ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

QUESTAR CAPITAL CORPORATION

SSN ADVISORY, INC.

SECURITIES SERVICE NETWORK, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

WORTH FINANCIAL GROUP INC.

AMERITAS INVESTMENT COMPANY, LLC

SUNAMERICA SECURITIES, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

MONY SECURITIES CORPORATION

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

PRUCO SECURITIES, LLC.

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CERITY PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/19/2004

Series 63

Date: 9/11/1990

Series 7

Date: 3/3/2003

Series 6

Date: 8/28/1990

Current Firm

CERITY PARTNERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CERITY PARTNERS LLC

TRUST BUT VERIFY

Contact information

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