Brian Akers, financial advisor Forest Hill MD

Brian Akers

CRD Number: 2124313
Current Firm: Arkadios Wealth Advisors

Brian Akers (CRD# 2124313) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Forest Hill, MD and has over 32 years of experience in the finance industry. Brian Akers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Arkadios Capital Atlanta, GA Aug 2022 - Current 1
Arkadios Wealth Advisors Atlanta, GA Aug 2022 - Current 1
Akers Financial Group, Inc. Jarrettsville, MD Feb 2006 - Current 17
Kalos Capital, Inc. Alpharetta, GA Feb 2006 - Aug 2022 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1991
S65 NASAA Investment Advisors Law Examination Jul 1992
Contact Info for Brian A. Akers
Phone Number: 404-445-0035
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    1,758
    MILLIONS
  • Total Number of Accounts
    8,782
    ACCOUNTS
  • Average Account Value
    $200,176
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DE, FL, GA, IA, ID, IL, LA, MD, ME, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY

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