Kofoworola AkosileCRD Number: 6388004
Current Firm: Prudential Financial Planning Services
Kofoworola Akosile (CRD# 6388004) is an Investment Advisor Representative working at Prudential Financial Planning Services in Houston, TX and has over 6 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Prudential Insurance Company Of America||Houston, TX||Jun 2016 - Current||6|
|Pruco Securities, LLC||Houston, TX||May 2015 - Current||7|
|Bauer College Of Business, Deans Office||Houston, TX||Aug 2014 - Current||8|
|University Of Houston||Houston, TX||Aug 2012 - Current||10|
|Uliva And Associates||Houston, TX||Jan 2015 - May 2015||< 1|
|Midtown Financial||Houston, TX||Aug 2014 - Dec 2014||< 1|
|Wealth Development Strategies||Houston, TX||May 2014 - Aug 2014||< 1|
|Hair Pop||Sugar Land, TX||May 2013 - Jul 2013||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2017|
|S63||Uniform Securities State Law Examination||Jan 2016|
Total Assets Under Management14,969MILLIONS
Total Number of Accounts92,200ACCOUNTS
Average Account Value$162,356
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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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