KEVIN PATRICK ADAM

KEVIN PATRICK ADAM is currently employed as a Broker and/or Investment Adviser at CETERA ADVISORS LLC located at 2415 CARTER LANE SUITE 101, COLUMBIA, MO, 65201.

KEVIN PATRICK ADAM has worked at CETERA ADVISORS LLC since March 23, 2007

Disclosure History

KEVIN PATRICK ADAM has 2 Disclosure Event(s).

Date: October 24, 2006
Category: Customer Dispute
Allegations: THE CLIENT, AGE 52, ALLEGED HE DID NOT UNDERSTAND WHAT HE WAS INVETING IN. METLIFE DENIED THE COMPLAINT ON 1/9/07. THE CLIENT SIGNED THE APPLICATION, INCLUDING ALL APPROPRIATE PAPERWORK, AND RECEIVED THE PROSPECTUS ON 6/23/06. ON 10/24/2006 THE CLIENT MADE THE COMPLAINT. ON 1/9/07, METLIFE DENIED THE COMPLAINT.
Damage Amount Requested: $27,472.00

Date: July 27, 2006
Category: Customer Dispute
Allegations: THE CLIENTS, IN THEIR 40'S, ALLEGED THEY DID NOT UNDERSTAND CERTAIN FEATURES OF THE PRODUCT THEY PURCHASED IN MAY, 2005 WHEN THEY WERE PROVIDED A PROSPECTUS AND SIGNED THE APPROPRIATE PAPERWORK. THE WRITTEN COMPLIANT WAS RECEIVED IN JULY, 2006. IN OCTOBER OF 2006 METLIFE DENIED THE COMPLAINT.
Damage Amount Requested: $7,382.35

More Information

All individuals registered to sell securities or provide investment advice are required to disclose customer complaints and arbitrations, regulatory actions, employment terminations, bankruptcy filings and criminal or civil judicial proceedings.

A disclosure includes information about customer disputes, disciplinary events and financial matters on the broker's record as reported by securities regulators, the individual broker, and any involved firms. Some of these items may involve pending actions or allegations that have not been resolved or proven. The presence of a disclosure does not automatically indicate any wrongdoing.

BrokerCheck is the source of the data included in this Report. The data was compiled on June 29, 2018.

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