Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Blake Adcock is a financial advisor with over 20 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. and holds the Series 7, Series 63 and SIE licenses. Donald has been a Registered Representative since January 17, 2001 and previously worked at SAGEPOINT FINANCIAL, INC. and AMERICAN GENERAL SECURITIES INCORPORATED. Donald specializes in a wide range of financial services, including financial planning, pension consulting, educational seminars and portfolio management. He has worked with a variety of clients including high-net-worth individuals, corporations and pension and profit-sharing plans.
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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GA
09/01/2023 - Present
Osaic Wealth, Inc. (DALTON GA)
GA
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (DALTON GA)
GA
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (DALTON GA)
TX
01/18/2001 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 12/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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