Shane Adkins is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Springfield, IL, with 14 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
3330 Ginger Creek Dr. Ste C, Springfield, IL, 62702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shane owns rental real estate through EPP Properties, LLC. He also operates under several DBAs related to his LPL business and Private Advisor Group, spending nearly full-time providing investment advice for a fee.
Employment History
Current Registrations
LPL Financial LLCBroker
Private Advisor Group, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Fintegra, LLCBroker
Fintegra Financial Solutions
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 states
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