Joshua Adkins (CRD# 4899111) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Greeneville, TN and has over 10 years of experience in the finance industry.
CRD# 4697774
Woodbury Financial Services, Inc.
CRD# 2587374
Edward Jones
CRD# 5575979
Values First Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Modern Woodmen Of America | Coeburn, VA | Aug 2015 - Current | 8 |
| Mwa Financial Services Inc. | Rock Island, IL | Aug 2015 - Current | 8 |
| State Farm Vp Management Corp. | Coeburn, VA | Feb 2014 - Aug 2015 | 1 |
| Garland Hall Insurance Agency | Coeburn, VA | Dec 2013 - Aug 2015 | 1 |
| Mwa Financial Services Inc. | Rock Island, IL | Mar 2013 - Dec 2013 | < 1 |
| Modern Woodmen Of America | Rock Island, IL | Sep 2012 - Dec 2013 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2013 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- VA
-
Total Assets Under Management136MILLIONS
-
Total Number of Accounts987ACCOUNTS
-
Average Account Value$137,398
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, LA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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