Akg Financial Group

Akg Financial Group (CRD# 316548) is a financial advisory firm headquartered in Forth Worth, TX. They manage $63,750,819 in 124 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 471008, Forth Worth, TX 76147
https://www.linkedin.com/company/akg-financial-group/about/
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $514,120
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Akg Financial Group
Showing 1 - 3 of 3 top financial advisors.
1
Davis Bourland, financial advisor Fort Worth TX
Davis B. Bourland
CRD#: 5634215
Fort Worth, TX

Davis Bourland (CRD# 5634215) is an Investment Advisor Representative working at Akg Financial Group in Fort Worth, TX and has over 14 years of experience in the finance industry.

2
Emma Simmons, financial advisor Fort Worth TX
Emma L. Simmons
CRD#: 6225317
Fort Worth, TX

Emma Simmons (CRD# 6225317) is an Investment Advisor Representative working at Akg Financial Group in Fort Worth, TX and has over 7 years of experience in the finance industry. Emma Simmons 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.

3
Ariella Singleton, financial advisor Fort Worth TX
Ariella M. Singleton
CRD#: 7222300
Fort Worth, TX

Ariella Singleton (CRD# 7222300) is an Investment Advisor Representative working at Akg Financial Group in Fort Worth, TX and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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