Joshua Adkins (CRD# 4899111) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Greeneville, TN and has over 11 years of experience in the finance industry.
CRD# 4697774
Osaic Wealth, Inc.
CRD# 5575979
Values First Advisors, Inc.
CRD# 6893763
Aldebaran Financial 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2013 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- VA
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Total Assets Under Management216MILLIONS
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Total Number of Accounts1,432ACCOUNTS
-
Average Account Value$150,903
- 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, KY, LA, MA, 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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