Daniel J. Adams
CEG LIFE FINANCIAL SERVICES
Monroe, WA
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CRD#: 5626659
Professional summary
Daniel J Adams, CFP® is a registered financial advisor currently at CEG LIFE FINANCIAL SERVICES located in Monroe, Washington.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Daniel has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel J 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: 2021
Experience
Current
January 31, 2022 - Present
CEG LIFE FINANCIAL SERVICES
RIA
CRD#: 318216
Monroe, WA
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.Highlighted states indicate IAR registrations
IAR
Washington(1/31/2022)
Exams
Current Firm
CL
CEG LIFE FINANCIAL SERVICES
CEG LIFE FINANCIAL SERVICES | CEG LIFE INSURANCE SERVICES | CEG LIFE FINANCIAL SERVICES, LLC
CRD#: 318216 / SEC#:
Washington
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Contact information
Main Address
Monroe, WA
Mailing Address
Phone number
(425) 947-5232
Established
Firm type
Fiscal year end
# of Employees
1
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.
