BA
Blake C. Adams
CETERA INVESTMENT ADVISERS LLC
LAFAYETTE, LA 70508
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CRD#: 6492477
BA
Professional summary
Blake Charles Adams is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Lafayette, Louisiana and AVANTAX PLANNING PARTNERS, INC. located in Lafayette, Louisiana.
Blake is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Blake has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.
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.
1) SHORT AND FAT POSITION: Co-Founder NATURE: Online sales of custom Made-to-Measure Dress Shirts. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2017 ADDRESS: 108 Cove Circle, Lafayette LA 70508, United States DESCRIPTION: I am a co-founder of this business. 2) BOYS & GIRLS CLUBS OF ACADIANA POSITION: Board Member NATURE: I am a board member on the BGCA INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2017 ADDRESS: 1405 W. Pinhook Rd., Ste. 108, Lafayette LA 70503, United States DESCRIPTION: Help advise the organization along with the rest of the board. 3) THE BEAVER CLUB OF LAFAYETTE POSITION: Board Member NATURE: Local Men's Civic Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2016 ADDRESS: P.O. Box 2774, Lafayette LA 70502, United States DESCRIPTION: I am on the board as recruiting chair and social media chair. 4) DARNALL SIKES WEALTH PARTNERS LLC POSITION: Advisor NATURE: Investment Advisor focused on retirement planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/01/2019 ADDRESS: 2000 Kaliste Saloom Rd., STE 300, Lafayette LA 70508, United States DESCRIPTION: I am a new advisor within the firm. 5) B&C ADAMS PROPERTIES LLC POSITION: Owner NATURE: Single Family Rental Property in Lafayette, LA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: 200 Creekwood Dr., Lafayette LA 70503, United States DESCRIPTION: I own a rent house and it is set up as a separate entity. 6) LEGACY FINANCIAL PARTNERS POSITION: Agent NATURE: This is the entity that has handled all of my fixed insurance business, specifically Aflac supplemental insurance & term life insurance sales. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2015 ADDRESS: 200 Creekwood Dr., Lafayette LA 70503, United States DESCRIPTION: This has been my traditional insurance sales business but currently exists to collect the renewals/trail compensation from my history with Aflac. 7) CAJUN DUCK SUPPLY COMPANY POSITION: Owner NATURE: Duck hunting accessories. Custom made duck straps and totes. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 200 Creekwood Dr., Lafayette LA 70503, United States DESCRIPTION: I make leather duck straps and totes for waterfowl hunting.
CRS (Client Relationship Summary) - RIA
Click below to view Blake Charles 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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 2000 Kaliste Saloom Rd Ste 300, Lafayette, LA 70508RIA
CRD#: 105644
LAFAYETTE, LA
Current
October 21, 2025 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 2000 Kaliste Saloom Rd Ste 300, Lafayette, LA 70508RIA
CRD#: 106237
LAFAYETTE, LA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 2000 Kaliste Saloom Rd Ste 300, Lafayette, LA 70508BD
CRD#: 13572
LAFAYETTE, LA
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
LAFAYETTE, LA
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
LAFAYETTE, LA
Past
September 16, 2019 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
LAFAYETTE, LA
Past
September 16, 2019 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
LAFAYETTE, LA
Past
February 19, 2016 - September 4, 2019
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
LAFAYETTE, LA
Past
February 19, 2016 - September 4, 2019
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LAFAYETTE, LA
Past
July 7, 2015 - March 7, 2016
OSAIC FS, INC.
BD
CRD#: 3870
LAFAYETTE, 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
Louisiana(9/5/2025)
IAR
Louisiana(9/5/2025)
RR
Mississippi(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
IAR
Texas(10/21/2025)
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
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.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Lafayette, LA 70508TRUST BUT VERIFY
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