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Adam Franklin Reeves

Advisor at Cetera — Pulaski, TN South Second St

Updated today

Credentials

Series 63, Series 65

Experience

20 years

Location

Pulaski, TN 38478

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,096 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Adam Reeves is a financial professional with 20 years of experience, currently affiliated with Cetera since 2023. He holds Series 63 and Series 65 licenses and has a longstanding background with Shoemaker Financial since 2005. Outside of advising, he is also involved as an agent/broker in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a large network of independent advisors, combining multiple program structures and third-party manager options.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Pulaski, TN South Second St

115 South Second St

Pulaski TN 38478

Advisors at this office

1

Most active in

Tennessee · Texas

Work history

20 years of industry experience

Cetera

2023 - Present • 3 years

Schaumburg, IL

Cetera Wealth Services, LLC

2023 - Present • 3 years

Pulaski, TN

Shoemaker Financial

2005 - Present • 21 years

Germantown, TN

Securian Financial Services INC

2005 - 2023 • 18 years

St. Paul, MN

Minnesota Life Insurance company

2005 - 2023 • 18 years

St. Paul, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jody M

Series 63, Series 65, Series 66

Pulaski, TN

Truist Advisory Services

Jody Mang is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 designations and 18 years of industry experience. Prior to joining Truist Investment Services in 2022, Jody worked at FedEx, CapStar Bank, State Electrical, and Fifth Third Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate service arrangements.

Founder/Business Owner Executive
user avatar

Joshua H

Series 63, Series 65

Pulaski, TN

Eagle Strategies (NY Life)

Joshua Haney is a financial advisor with Eagle Strategies (New York Life) based in Pulaski, Tennessee. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Haney operates Haney Financial Solutions, LLC, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple tailored advisory programs and manages the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

William M

Series 65, Series 63

Pulaski, TN

Eagle Strategies (NY Life)

William Miller is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses and has four years of industry experience. He is currently president of the Kiwanis Club in Pulaski, TN. Miller has worked with Haney Financial Solutions, Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Co. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, with services that integrate advisory solutions tied to insurance and annuity products.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Joseph Y

Series 66

Pulaski, TN

Raymond James Financial

Joseph Yarbrough is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. His prior work includes roles at McCall & Associates and Raymond James Financial Services. Outside of finance, he has experience with the Shoals Symphony Orchestra. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Stephanie B

Series 66

Pulaski, TN

Raymond James Financial

Stephanie Busby is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 19 years of industry experience. She has worked at Raymond James Financial since 2010 and previously spent 14 years at First National Bank. Busby is also employed as a registered sales assistant at McCall and Associates. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes risk profiling and modeling tools to deliver tailored, non-discretionary advice and supports municipal and public finance work uncommon among large institutional advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive

Lee L

Series 66

Pulaski, TN

Edward Jones

Lee Liggett is a financial advisor with Edward Jones in Pulaski, Tennessee. He holds the Series 66 designation and has eight years of industry experience, including nine years with Edward Jones and over a decade of being self-employed. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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