Adam Scott Cefalo, CFA

Overview

Adam Scott Cefalo is an insurance agent and an investment adviser representative based in MA, with 31 years in the industry.

Years in the industry

31

States licensed

5

States registered

1

Carrier appointments

2

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

• Licensed in 5 states
• Registered in 1 state

• Agent
• Life Agent Individual
• Producer
• Series 63
• Series 66

3 lines of authority, with every state and its dates

Firms

• Livelife Capital Partners LLCCurrent firm

Employment history since 2004

Carriers

2 active carrier appointments

Book and practice

Firm assets under management on file