Shane Adkins is a CFP® professional with 14 years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior roles include positions at LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors LLC, Fintegra, LLC, and Merrill.
Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model that utilizes various investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.