Tony Adkison, financial advisor Mansfield TX

Tony Adkison

CRD Number: 5860007
Current Firm: Stewardship Advisory Group, LLC

Tony Adkison (CRD# 5860007) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Mansfield, TX and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Stewardship Legacy Coaching, LLC Mansfield, TX Mar 2018 - Current 6
Stewardship Legacy Coaching, LLC Mansfield, TX Mar 2018 - Current 6
Stewardship Advisory Group, LLC Ocoee, FL Mar 2013 - Current 11
United Planners' Financial Services Scottsdale, AZ Mar 2011 - Current 13
Synergy 4000 Llp / T Four Properties LLP Plano, TX May 2010 - Current 13
Stewardship Estate Planning Ocoee, FL Jan 2010 - Current 14
Tony Adkison Independent Insurance Mansfield, TX Jan 2009 - Current 15
Prime Concepts, LLC Mansfield, TX Jan 2016 - Sep 2017 1
A To Z Tire Dallas, TX Aug 2012 - Dec 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Tony L. Adkison
Phone Number: 407-470-1405
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    270
    MILLIONS
  • Total Number of Accounts
    966
    ACCOUNTS
  • Average Account Value
    $279,296
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WY

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