AS
AS

Adam Richard Setser

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
515 advisors
Number of Clients
42,946 clients
Average Client Portfolio
$638K average
Assets Under Management
$27.4B

Fee Structure

Financial Planning:Included in AUM fee
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Location

201 Woodrow Wilson Dr., Valdosta, GA, 31602

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam operates his LPL business through Legacy Partners and is also a registered investment advisor hybrid with New Edge Advisors, LLC, dedicating about half of his time to this role. He also works for First Baptist Church of Valdosta, serves as a board member for Annette Howell Turner Center for the Arts, and is a non-variable insurance agent with Agents Marketing Group, spending minimal time on this.

Employment History
Current Registrations
Newedge Advisors
April 2023 - Present · 2 yrs 10 mos
LPL Financial LLCBroker
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Cetera Investment Advisers LLC
March 2017 - March 2023 · 6 yrs
Cetera Investment Services LLCBroker
August 2016 - March 2023 · 6 yrs 7 mos
State Registrations5 states
AKALCOFLGA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.