Caleb Akers (CRD# 6210169) is an Investment Advisor Representative working at Arvest Wealth Management in Bentonville, AR and has over 8 years of experience in the finance industry.
CRD# 2462003
Lpl Financial LLC
CRD# 4133460
Stephens
CRD# 1963482
Boston Mountain Money Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arvest Wealth Management | Bentonville, AR | Feb 2024 - Current | < 1 |
| Arvest Wealth Management | Bella Vista, AR | Nov 2014 - Feb 2024 | 9 |
| Arvest Asset Management | Lowell, AR | Jun 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2015 |
- AR
- KS
- MO
- OK
- TX
-
Total Assets Under Management2,593MILLIONS
-
Total Number of Accounts7,674ACCOUNTS
-
Average Account Value$337,946
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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