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Casey Adkins

Advisor at Raymond James Financial

Updated today
Raymond James Financial logo

Firm

Raymond James Financial

Location

Barboursville, WV 25504

Credentials

Series 66

Industry experience

1 year

About

Casey Adkins is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2025. Prior to this, he has held various roles including support staff at Todd Dudley & Associates and positions at Marshall University and other organizations. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations while maintaining client decision authority.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

6472 Farmdale Rd

Barboursville, WV 25504

Most active in

West Virginia

Work history

Raymond James Financial Services Advisors, Inc.

2025 - Present (1 year)

Todd Dudley & Associates

2024 - Present (2 years)

Raymond James Financial Services Inc.

2024 - Present (2 years)

Marshall University Graduate

2024 - Present (2 years)

AMDS Group

2024 - 2024 (1 year)

Huntington Internal Medicine Group

2023 - 2024 (1 year)

Marshall University Bursars Office

2022 - 2023 (1 year)

Lowes

2021 - 2021 (1 year)

Marshall University Undergraduate

2020 - 2024 (4 years)

Chapmanville Regional Highschool

2016 - 2020 (4 years)

Chapmanville Middle School

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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