Brandon Adkins, financial advisor Portsmouth OH
88 score

Brandon Adkins

CRD Number: 6288222
Current Firm: Ameriprise Financial Services, Inc.

Brandon Adkins (CRD# 6288222) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Portsmouth, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Portsmouth, OH Feb 2014 - Current 2
State Farm Insurance Portsmouth, OH Jul 2011 - Feb 2014 2
State Farm Insurance Galoway, OH Jan 2010 - Jul 2011 1
American Income Life Columbus, OH Apr 2009 - Dec 2009 < 1
State Farm Insurance Chillicothe, OH Mar 2008 - Apr 2009 1
Boys & Girls Club Of Columbus Columbus, OH Sep 2005 - Feb 2008 2
Ohio National Guard Chillicothe, OH Feb 2002 - Feb 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Brandon Adkins
Phone Number: 612-671-3131
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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