UBS Financial Services
47yrs
Top 1% by experience in Atlanta
16yrs
Mark Adkins
Financial advisor at Openarc Corporate Advisory
Mark Adkins has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Atlanta, Georgia. Mark has been with Openarc Corporate Advisory since 2025; before that, Mark spent five years at Merrill. Openarc Corporate Advisory offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 66% of advisors at Openarc Corporate Advisory
Office3550 Peachtree Road NE Floor 7, Atlanta, GA 30326
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.62 million
Advisors at the firm123
States licensed ?1 state
Services through Openarc Corporate Advisory
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2025 – nowOpenarc Corporate Advisory, LLCCurrent firm
- 2021 – 2025MerrillPreviously
- 2015 – 2019MerrillPreviously
- Mar 2014 – Dec 2014MerrillPreviously
Contact Mark
(844) 648-6001Openarc Corporate Advisory main office 3550 Peachtree Road NE Floor 7Atlanta, GA 30326Office · Get directions LinkedIn pageOpenarc Corporate Advisory
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Openarc Corporate Advisory at (844) 648-6001 and ask for Mark Adkins. Mark works from the Atlanta, GA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2010, about 16 years. More experience than 66% of advisors at Openarc Corporate Advisory.
What licenses does Mark hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Openarc Corporate Advisory reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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