Chrystal R. Adams
CETERA INVESTMENT ADVISERS LLC
MARKSVILLE, LA 71351
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CRD#: 5096035
Professional summary
Chrystal R Adams, CFP®, who also goes by Chrystal R Coffman, Chrystal R Miller, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Marksville, Louisiana and CETERA FINANCIAL SPECIALISTS LLC located in Marksville, Louisiana.
Chrystal is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Chrystal has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chrystal R Coffman | Chrystal R Miller
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) EMPOWER WEALTH MANAGEMENT LLC, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, OWNER, DBA FOR INVESTMENTS AND TAX PREPARATION, LIGHT BOOKKEEPING, RETIREMENT PLANNING, EDUCATION PLANNING, 40H/WEEK, 30H/WEEK DURING TRADING HOURS, SINCE 11/2016. 2) ROTARY CLUB OF AVOYELLES, NOT INVESTMENT RELATED, 8592 LA-1, MANSURA, LA 71350, PRESIDENT, RUN WEEKLY MEETINGS, CONDUCT FUNDRAISING EFFORTS FOR THE COMMUNITY, RECRUIT OTHER PROSPECTIVE MEMBERS, 1H/WEEK, SINCE 9/2017. 3) POWER OF ATTORNEY FOR FAMILY MEMBER, ADDRES SAME AS REGISTERED BRANCH, SINCE 09/2015. 4) NAME OF OTHER BUSINESS: DMC RENTAL PROPERTY LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 03/2023; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY;
CRS (Client Relationship Summary) - RIA
Click below to view Chrystal R 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: 2023
Experience
Current
October 29, 2021 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 554 Tunica Dr W, Marksville, LA 71351RIA
CRD#: 105644
MARKSVILLE, LA
Current
October 29, 2021 - Present
CETERA FINANCIAL SPECIALISTS LLC
Office #1: 554 Tunica Dr W, Marksville, LA 71351BD
CRD#: 10358
MARKSVILLE, LA
Past
August 5, 2013 - November 3, 2021
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
MARKSVILLE, LA
Past
March 23, 2010 - November 3, 2021
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
MARKSVILLE, LA
Past
November 26, 2008 - October 28, 2009
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
ALEXANDRIA, LA
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
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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
Arkansas(11/18/2024)
RR
Colorado(10/29/2021)
RR
Indiana(10/29/2021)
RR
Louisiana(10/29/2021)
IAR
Louisiana(10/29/2021)
RR
Mississippi(10/29/2021)
RR
North Carolina(12/9/2021)
RR
Washington(10/3/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Marksville, LA 71351TRUST BUT VERIFY
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