Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Adkins is a financial advisor who has been working in the industry since 2011. Shane is a Certified Financial Planner and holds licenses in 20 states. Shane is currently registered with Private Advisor Group, LLC and has been with the firm since 2020. Before that, Shane worked with Wells Fargo Clearing Services, LLC and Fintegra, LLC. Shane has experience providing financial planning, portfolio management, and educational seminars. Shane is committed to helping clients reach their financial goals.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
IL
05/15/2020 - Present
Private Advisor Group, LLC (Springfield IL)
IL
12/02/2014 - 05/19/2020
WELLS FARGO CLEARING SERVICES, LLC (SPRINGFIELD IL)
IL
07/24/2012 - 11/17/2014
FINTEGRA, LLC (QUINCY IL)
IL
11/04/2011 - 07/19/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD IL)
BOTH
Issued 11/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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