Joseph Adkins

GLOBAL ASSET MANAGEMENT GROUP

Winter Springs, FL 32708

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CRD#: 5318320

Professional summary

Joseph Adkins, who also goes by Joe Adkins, Joey Adkins, is a registered financial advisor currently at GLOBAL ASSET MANAGEMENT GROUP located in Winter Springs, Florida.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Joseph has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joe Adkins | Joey Adkins

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

REALTY REFERRAL ALLIANCE, INC.(11/2008-PRESENT),THE REALTY FACTOR, INC.(11/2005-PRESENT);NOT INVESTMENT;866 E SR 434 WINTER SPRINGS, FL 32708;REAL ESTATE CO;10 HRS/MO;NO SECURITIES;OVERSEE OPERATIONS;REAL ESTATE BROKER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Adkins's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 13, 2009 - Present

GLOBAL ASSET MANAGEMENT GROUP

Office #1: 866 E Sr 434, Winter Springs, FL 32708

RIA

CRD#: 150904

Winter Springs, FL

Past

January 29, 2008 - October 15, 2009

FINANCIAL LEADERSHIP ADVISORS, INC.

RIA

CRD#: 139864

HEATHROW, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(3/21/2025)

IAR

Georgia
(11/24/2009)

IAR

Illinois
(4/26/2016)

IAR

Maryland
(4/28/2025)

IAR

Missouri
(8/7/2018)

IAR

Texas
(2/19/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/27/2007

Uniform Investment Adviser Law Examination

Current Firm

GLOBAL ASSET MANAGEMENT GROUP

GLOBAL ASSET MANAGEMENT GROUP | GLOBAL ASSET MANAGEMENT GROUP, LLC. | GLOBAL ASSET MANAGEMENT GROUP, INC.

CRD#: 150904 / SEC#:

California

Registered Investment Advisory firm - (1/11/2010 Approved)

Florida

Registered Investment Advisory firm - (10/13/2009 Approved)

Georgia

Registered Investment Advisory firm - (11/24/2009 Approved)

Hawaii

Registered Investment Advisory firm - (4/12/2010 Approved)

Illinois

Registered Investment Advisory firm - (4/26/2016 Approved)

Maryland

Registered Investment Advisory firm - (2/14/2020 Approved)

Michigan

Registered Investment Advisory firm - (8/31/2021 Approved)

Missouri

Registered Investment Advisory firm - (8/6/2018 Approved)

Texas

Registered Investment Advisory firm - (2/19/2019 Approved)

Washington

Registered Investment Advisory firm - (12/20/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

866 E Sr 434, Winter Springs, FL 32708

Mailing Address

Phone number

(407) 545-6447

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	258
AUM (Assets Under Management)	$ 6,564,047

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joseph Adkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Adkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL ASSET MANAGEMENT GROUP

FINANCIAL LEADERSHIP ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/27/2007

Current Firm

GLOBAL ASSET MANAGEMENT GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GLOBAL ASSET MANAGEMENT GROUP

TRUST BUT VERIFY

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