Jeffery AkersCRD Number: 4276796
Current Firm: Arkadios Wealth Advisors
Jeffery Akers (CRD# 4276796) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Forest Hill, MD and has over 21 years of experience in the finance industry. Jeffery 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.
Abel Financial Management Company
Mml Investors Services, LLC
T. Rowe Price Associates, Inc.
|Arkadios Capital||Atlanta, GA||Aug 2022 - Current||< 1|
|Arkadios Wealth Advisors||Atlanta, GA||Aug 2022 - Current||< 1|
|Kalos Capital, Inc.||Alpharetta, GA||Feb 2006 - Aug 2022||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,901MILLIONS
Total Number of Accounts8,185ACCOUNTS
Average Account Value$232,250
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, 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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