Annie D. Adkison
Professional summary
Annie Danette Adkison, who also goes by Annie D Chumbley, Annie Danette Chumbley, is a registered financial advisor currently at GDS WEALTH MANAGEMENT located in Flower Mound, Texas.
Annie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Annie has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Annie Danette Adkison's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 27, 2021 - Present
GDS WEALTH MANAGEMENT
Office #1: 2910 Lakeside Village Blvd, Flower Mound, TX 75022January 5, 2021 - October 19, 2021
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
January 5, 2021 - October 19, 2021
RAYMOND JAMES FINANCIAL SERVICES, INC.
January 8, 2018 - June 16, 2020
USAA INVESTMENT SERVICES COMPANY
October 24, 2013 - January 8, 2018
USAA FINANCIAL PLANNING SERVICES
August 22, 2013 - June 16, 2020
USAA FINANCIAL ADVISORS, INC.
October 4, 2012 - July 30, 2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
February 6, 2012 - September 24, 2012
TD AMERITRADE, INC.
Primary Firm SEC Registration
GDS WEALTH MANAGEMENT
CRD#: 315934 / SEC#: 801-122391
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/27/2021)
Exams
Current Firm
GDS WEALTH MANAGEMENT
CRD#: 315934 / SEC#: 801-122391
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,420 |
| AUM (Assets Under Management) | $ 1,281,897,626 |
Red Flags
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