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@cetera.com
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8 phones found area 727, 310, and 813
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LinkedIn matched
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Adam Mckay is listed as CPA / Financial Adviser at Cetera Investment Advisers, LLC, a with 935 employees, based in Tampa, Florida, United States. AeroLeads shows a work email signal at cetera.com, phone signal with area code 727, 310, 813, and a matched LinkedIn profile for Adam Mckay.
Adam Mckay previously worked as Investment Adviser Representative at Cetera Investment Advisers, Llc and Registered Securities Representative at Cetera Financial Specialists, Llc. Adam Mckay holds Master'S, Accounting from University Of South Florida.
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My professional experience and background includes accounting, tax planning and consulting for professional service and manufacturing and distribution groups. I am a Certified Public Accountant in the State of Florida, a Registered Securities Representative and an Investment Advisor Representative.Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity.; Home offices at 21450 American Lane, #650, Schaumburg, IL 60173; phone 888.528.2987. Securities registered/licensed in: Alabama, Colorado, Florida, Georgia, Kansas, Maine, Massachusetts, New York, North Carolina, Ohio, South Carolina and Tennessee.Cetera Financial Specialists, LLC. Branch #537, located at 5422 Bay Center Drive, Suite 130, Tampa, FL 33609. P 813-286-7946 F 813-286-3777. adam.mckay@ceterafs.comState of Florida, Life, Health and Variable Annuity (FL 2-15) - License #W459318State of Georgia, Life, Health and Variable Annuity - License #3489584State of Kansas, Life, Health and Variable Annuity - NPN #18655389Specialties: • Consulting and tax advisory services, including tax savings and deferral planning• Income tax, gift tax and estate tax planning• Entity selection and setup• Review and analysis of retirement plans, stock and mutual fund holdings• Setup and consulting regarding SIMPLE IRA, SEP IRA and 401(k) plans for businesses• Investment consultation and recommendations, including fee-based asset management• Consulting regarding traditional and Roth IRA retirement plans for individuals
Listed skills include Finance, Accounting, Tax, Financial Planning, and 16 others.
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Tampa, Fl
Investment Advisory Services relating to brokerage accounts, including review of current portfolio and advice regarding investment selection, portfolio allocation and diversification, tax considerations and other investment related services. Fee based asset management.
Tampa, Fl
Consultation and recommendations regarding brokerage related services, including but not limited to stock, muutal funds, bond, and unit investment trusts. Advice related to tax deferral and retirement planning. Business investment related retirement account establishment and recommendation. Wealth Accumulation and other lifestyle preservation strategies.
Tampa, Fl
Full Service Tax and Accounting firm located in the Westshore District of Tampa. We offer an array of tax services including but not limited to, bookkeeping, financial accounting assistance, write-up, sales and excise tax services, payroll services, Federal and State Income Tax Compliance. To enhance our services we also assist our clients with Financial Planning, including succession planning and Asset Management Consulting.Nelson & McKay CPAs, LLC is not a corporate affiliate of Cetera Financial Specialists, LLC or Cetera Investment Advisers, LLC.
-Supervision of Staff and Senior Tax Accountants-Review of Corporate, Partnership, and Individual Tax Returns-Manufacturing and Distribution-New Client Generation/Marketing
Separate Accounts:Preparation and review of Statutory Green Books, Financial Statement Review and Analysis, and merger w/ Traveler's Life & Annuity
Transfer Agent Liason - Broker Dealer/Life Insurance Co.Commission Accountant
Other employees you can reach at cetera.com. View company contacts for 935 employees →
Lynette Brown
Colleague at Cetera Investment Advisers, LlcDes Moines Metropolitan Area, United States
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Jacob Scott
Colleague at Cetera Investment Advisers, LlcDes Moines Metropolitan Area, United States
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Ron Essen
Colleague at Cetera Investment Advisers, LlcSacramento, California, United States
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Pravallika A
Colleague at Cetera Investment Advisers, LlcLos Angeles Metropolitan Area, United States
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Isak Osman
Colleague at Cetera Investment Advisers, LlcGreater Minneapolis-St. Paul Area, United States
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Edwin Ramos
Colleague at Cetera Investment Advisers, LlcLos Angeles, California, United States
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Dylan Banionis
Colleague at Cetera Investment Advisers, LlcEl Segundo, California, United States
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Laralyn Colestock
Colleague at Cetera Investment Advisers, LlcCarlsbad, California, United States
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Kennedy Collins
Colleague at Cetera Investment Advisers, LlcUnited States
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Matt Fries
Colleague at Cetera Investment Advisers, LlcMinnetonka, Minnesota, United States
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Master's of Accountancy
Quick answers generated from the profile data available on this page.
Adam Mckay works for Cetera Investment Advisers, LLC.
Adam Mckay is listed as CPA / Financial Adviser at Cetera Investment Advisers, LLC.
AeroLeads has found 1 work email signal at @cetera.com for Adam Mckay at Cetera Investment Advisers, LLC.
AeroLeads has found 8 phone signal(s) with area code 727, 310, 813 for Adam Mckay at Cetera Investment Advisers, LLC.
Adam Mckay is based in Tampa, Florida, United States while working with Cetera Investment Advisers, LLC.
Adam Mckay has worked for Cetera Investment Advisers, Llc, Cetera Financial Specialists, Llc, Nelson & Mckay Cpas, Llc, Pender Newkirk & Company, and Metlife.
Adam Mckay's colleagues at Cetera Investment Advisers, LLC include Lynette Brown, Jacob Scott, Ron Essen, Pravallika A, and Isak Osman.
You can use AeroLeads to view verified contact signals for Adam Mckay at Cetera Investment Advisers, LLC, including work email, phone, and LinkedIn data when available.
Adam Mckay holds Master'S, Accounting from University Of South Florida.
Adam Mckay is listed with skills including Finance, Accounting, Tax, Financial Planning, Strategic Financial Planning, Investments, Income Tax, and Cpa.
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