Mr. Adkins holds a Series 65 license with Global Asset Management Group, Inc. His Life, Health and Annuity license is with Financial Insurance Advisors, Inc., also owned by Mr. Adkins. He is also the Broker/Owner of The Realty Factor, Inc., Realty Referral Alliance, Inc. and The Rental Factor which are prominent full service, referral and property management companies in Florida.
Global Asset Management Group, Inc. 2008 — Current
Longwood, FL
– Owner and Lead portfolio manager for $55,000,000 (as of 07/2020) in assets on the TD Ameritrade Institutional platform.
– Speaking at financial seminars (live and online) to acquire new clients.
– Training insurance agents and insurance agencies on how to integrate asset management into their practice.
– Mentoring financial advisors through their securities licensing process (Series 65, Series 66).
– Managing over 500 client portfolios ranging from Traditional IRAs to 401k’s.
– Specializing in Active Money Management coupled with Strategic Asset Allocation adjusting client portfolios in response to market and economic conditions often in a tactical style.
– Data Analysis and Market Analytics performed on prospective companies/sectors for purchase.
– Debt market analysis ranging from US Corporate Bonds to Sovereign Wealth Funds.
– Technical analysis of stocks and ETFs using a broad array of indicators such as: MACD crossovers (oscillator), SMA/EMA Crossover Triggers, Wilder’s RSI, Volume, Money Flows, Japanese Candlestick interpretation, etc.
– Programming knowledge used to build a custom Microsoft Sharepoint CRM and Database from the ground up using Sharepoint Online, Sharepoint Designer, Microsoft Flow, Excel, Visual Basic, C# and custom scripts.
– Building, maintaining and trading model portfolios.
– Performing data import and account reconciliation on over 50,000 line items per month.
– Generating custom PowerPoint presentations when performing a side-by-side Portfolio Analysis for clients.
The Realty Factor, Inc. 1/2/2005 — Current
Longwood, FL
– Broker/Owner managing real estate agents as well as listing and selling real estate.
– Managing office responsibilities from accounting to overseeing marketing and client acquisitions for our agents.
– Compliance and Accounting with The Rental Factor property management division.
Educational Background
– Associate Degree, Seminole State College, Sanford/Lake Mary, FL
– Currently enrolled at the UCF College of Engineering and Computer Science. CS Degree and Mathematics.
– Certificates of Completions/Accomplishment for software and programs too vast to mention. This includes the completion of over 200 hours of online training through LinkedIn’s Lynda.com now owned by Microsoft.
– Read over 200 non-fiction books on business, finance, self-help, programming, stock trading, management, and real estate.