Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Hogan Adkins is a financial advisor who has been in the industry since 2003. Carla is currently registered with Osaic Wealth, Inc. and has previously been employed by Woodbury Financial Services, Inc., MML Investors Services, LLC, MSI Financial Services, Inc., and Princor Financial Services Corporation. Carla is licensed in Kentucky and has passed the Series 6, Series 63, Series 65, and SIE exams. She is also a volunteer Board Member and Treasurer for the Kings Daughters Medical Center.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KY
01/19/2024 - Present
Osaic Wealth, Inc. (ASHLAND KY)
KY
11/02/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ASHLAND KY)
KY
03/25/2017 - 11/07/2018
MML INVESTORS SERVICES, LLC (ASHLAND KY)
KY
08/31/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ASHLAND KY)
KY
12/20/2002 - 12/31/2010
PRINCOR FINANCIAL SERVICES CORPORATION (GREENUP KY)
IA
08/29/2001 - 01/25/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 11/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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