Todd L. Adams
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Greensboro, NC 27408
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CRD#: 4250936
Professional summary
Todd Lee Adams, CFP®, who also goes by Todd Adams, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Greensboro, North Carolina and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Greensboro, North Carolina.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Todd has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Todd Adams
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.
1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 09/2024, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING 2) SHADY GROVE WESLEYAN CHURCH - VICE CHAIRMAN OF LOCAL BOARD OF ADMINISTRATION, 119 N. Bunker Hill Rd., Colfax NC, 05/2025, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, INV REL, 5 HR/MO, 2 HR/MO TRADING. 3) SHADY GROVE WESLEYAN CHURCH, 119 N BUNKER HILL ROAD COLFAX NC, 05/2024, FINANCE COMMITTEE MEMBER, RELIGIOUS ORGANIZATION, NIR, 5 HR/MO 5 HR/MO TRADING 4) SHADY GROVE WESLEYAN CHURCH, 119 N BUNKER HILL ROAD COLFAX NC, 08/2020, CHAIRMAN POLICY COMMITTEE, RELIGIOUS ORGANIZATION, NIR, 5 HR/MO 5 HR/MO TRADING 5) SHADY GROVE WESLEYAN CHURCH 119 N BUNKER HILL ROAD COLFAX NC, 06/2015, SUNDAY SCHOOL TEACHER, RELIGIOUS ORGANIZATION, NIR, 5 HR/MO 5 HR/MO TRADING 6) INSURANCE, 600 GREEN VALLEY ROAD SUITE 106 GREENSBORO NC, 04/2005, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 5 HR/MO 5 HR/MO TRADING 7) BASS FINANCIAL STRATEGIES, INC., 600 Green Valley Road, Suite 106, Greensboro NC 27408, 09/2024, Vice President, Using a Trade Name / DBA, INV REL, 170 HR/MO, 140 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Lee Adams's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
September 19, 2024 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 600 Green Valley Rd. Ste. 106, Greensboro, NC 27408RIA
CRD#: 134139
Greensboro, NC
Current
September 12, 2024 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 600 Green Valley Rd. Ste. 106, Greensboro, NC 27408BD
CRD#: 39543
Greensboro, NC
Past
April 1, 2021 - September 12, 2024
GROVE POINT ADVISORS, LLC
RIA
CRD#: 313171
Greensboro, NC
Past
June 17, 2016 - April 1, 2021
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
Greensboro, NC
Past
July 15, 2009 - September 19, 2024
BASS FINANCIAL STRATEGIES, INC.
RIA
CRD#: 118298
GREENSBORO, NC
Past
September 29, 2005 - September 12, 2024
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
Greensboro, NC
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".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Georgia(6/23/2025)
RR
North Carolina(9/13/2024)
IAR
North Carolina(9/19/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Greensboro, NC 27408TRUST BUT VERIFY
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