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Brian Adcock graduated from Auburn University in 1996 with a BS in Marketing Education and joined Adcock Financial Group. He runs two divisions of Adcock Financial. Brian directs the Wealth & Income Planning Division, which works to create customized financial and investment planning for high net worth individuals centered around their core beliefs and goals. Brian also leads the Retirement Plan Division, where he works with small to mid-size businesses in implementing and monitoring retirement plans. He and his team work as an extension of the HR department to provide some of the fiduciary oversight requirements and, equally as important, work to provide the education of individual participants to help them make informed decision around their retirement plan experiences.Specialties: Personal Wealth & Income PlanningQualified Retirement Plans- RFPs, Fiduciary Oversight & Participant EducationInsurance
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PresidentAdcock Financial Group Sep 1996 - PresentTampa, Fl, UsSeries 6, 63, 65, Life, Health & Annuity LicensedSecurities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Adcock Financial Group is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with Adcock Financial Group or PartnersFinancial. Kestra IS and Kestra AS do not provide tax or legal advice. Please access the following site to review form CRS, Reg BI and relevant disclosures. https://www.kestrafinancial.com/disclosures This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 737-443-2582.
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Owner & Executive Vice PresidentAdcock Financial Group 1996 - Jan 2012Tampa, Fl, Us
Brian Adcock Skills
Brian Adcock Education Details
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Auburn UniversityEducation
Frequently Asked Questions about Brian Adcock
What company does Brian Adcock work for?
Brian Adcock works for Adcock Financial Group
What is Brian Adcock's role at the current company?
Brian Adcock's current role is President at Adcock Financial Group.
What is Brian Adcock's email address?
Brian Adcock's email address is br****@****ial.com
What is Brian Adcock's direct phone number?
Brian Adcock's direct phone number is +181393*****
What schools did Brian Adcock attend?
Brian Adcock attended Auburn University.
What skills is Brian Adcock known for?
Brian Adcock has skills like Retirement Planning, Insurance, Employee Benefits, Retirement, Investments, Series 7, Fixed Annuities, Wealth Management, Financial Goals, Qualified Retirement Plans, Finra, Series 63.
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