Donald Adkins
Donald Adkins is a registered investment advisor at Edward Jones, based in Rocky Mount, NC, with 25 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
2447 Hurt Dr, Rocky Mount, NC, 27804-7976
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2000Other Business ActivitiesSells Insurance
Donald is a board member at Halifax Mutual Insurance Company, dedicating minimal time to advising the CEO/President. He also manages Winterkins LLC, a real estate business, spending a few hours per week on it, and is an LPT at Safety 1st Medical, dedicating minimal time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
RBC Capital Markets Corporation
RBC Capital Markets CorporationBroker
RBC Centura Securities, INC.Broker
First Union Securities, INC.Broker
Centura Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Sherwood Capital, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.