Casey Adkins
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Raymond James Financial Services Advisors, Inc.Apr 2025 to now
- Raymond James Financial Services Inc.Sep 2024 to now
- Todd Dudley & AssociatesSep 2024 to now
- Marshall University GraduateAug 2024 to now
- Amds GroupJun 2024 to Sep 2024
- Huntington Internal Medicine GroupFeb 2023 to Jun 2024
- Marshall University Bursars OfficeAug 2022 to Feb 2023
- LowesJun 2021 to Aug 2021
- Marshall University UndergraduateAug 2020 to Apr 2024
- Chapmanville Regional HighschoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WV).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7986561
- Firm CRD
- 149018