Carla Adkins (CRD# 4418119) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Ashland, KY and has over 22 years of experience in the finance industry.
CRD# 1335249
Raymond James & Associates, Inc.
CRD# 6111504
Huntington Financial Advisors
CRD# 4134696
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Ashland, KY | Jan 2024 - Current | < 1 |
| Woodbury Financial Services Inc. | Ashland, KY | Nov 2018 - Jan 2024 | 5 |
| Mml Investors Services, LLC | Ashland, KY | Mar 2017 - Nov 2018 | 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Nov 2018 | 2 |
| Metlife Securities Inc. | Ashland, KY | Aug 2011 - Mar 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2001 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2011 |
- KY
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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