Nicholas Akers (CRD# 6411189) is an Investment Advisor Representative working at Principal Advised Services in Saint Louis, MO and has over 9 years of experience in the finance industry.
CRD# 5472794
Fidelity Personal And Workplace Advisors
CRD# 2692648
Arbor Point Advisors
CRD# 5461354
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Principal Advised Services | Saint Louis, MO | Apr 2024 - Current | < 1 |
Principal Securities Inc. | Saint Louis, MO | Jun 2022 - Current | 1 |
Principal Life Insurance Company | Saint Louis, MO | May 2022 - Current | 2 |
Wells Fargo Clearing Services, LLC | St Louis, MO | Nov 2016 - May 2022 | 5 |
Wells Fargo Advisors, LLC | St Louis, MO | Oct 2014 - Nov 2016 | 2 |
Fitness Factory | Saint Louis, MO | Jun 2008 - Mar 2015 | 6 |
Usa Mortgage | Saitn Louis, MO | Sep 2013 - Oct 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
- IA
- MO
-
Total Assets Under Management569MILLIONS
-
Total Number of Accounts11,801ACCOUNTS
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Average Account Value$48,258
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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