Kofoworola Akosile, financial advisor Houston TX

Kofoworola Akosile

CRD 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.

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Nxt:gen Financial Planning
Company Name Location Dates Years
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
Contact Info for Kofoworola Akosile
Phone Number: 800-235-7637
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    14,969
    MILLIONS
  • Total Number of Accounts
    92,200
    ACCOUNTS
  • Average Account Value
    $162,356
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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