Tony Lee Adkison
Investment adviser representative at Advisor Share Wealth Management, LLC
17 yearsExperience
1 stateRegistered in
$376.9MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Advisor Share Wealth Management, LLCApr 2026 to now
- Stewardship Advisory Group, LLCMar 2013 to now
- Tony Adkison Independent InsuranceJan 2009 to now
- Stewardship Legacy Coaching, LLCMar 2018 to Apr 2026
- Prime Concepts, LLCJan 2016 to Sep 2017
- United Planners' Financial ServicesMar 2011 to Apr 2026
- Synergy 4000 LLP / T Four Properties LLPMay 2010 to Dec 2024
- Stewardship Estate PlanningJan 2010 to Apr 2026
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Advisor Share Wealth Management, LLC
$376.9MAssets managed
2,521Clients
48Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5860007
- Firm CRD
- 307997