Carla Adkins is a registered investment advisor at Osaic Wealth, INC., based in Ashland, KY, with 23 years of industry experience. Carla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2201 Lexington Ave, A16, Ashland, KY, 41101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carla is a partner in Financial Partners Group, LLC, an LLC/Partnership used as a d/b/a for their securities office, dedicating nearly full-time hours to administrative support and office management. She also volunteers as a Board Member and Treasurer for Kings Daughters Medical Center, spending minimal time on spreadsheet sales and vendor payments for the Hospital Gift Shop.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Princor Financial Services CorporationBroker
Princor Financial Services CorporationBroker
State Registrations1 state
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.