Michael AkersCRD Number: 3072406
Current Firm: Truist Advisory Services, Inc.
Michael Akers (CRD# 3072406) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Bedford, PA and has over 24 years of experience in the finance industry.
Avantax Advisory Services
Lpl Financial LLC
Stifel, Nicolaus & Company, Incorporated
|Truist Advisory Services, Inc.||Atlanta, GA||Feb 2021 - Current||1|
|Truist Investment Services, Inc.||Hunt Valley, MD||Feb 2021 - Current||1|
|Bb&t Securities||Hunt Valley, MD||Jun 2013 - Feb 2021||7|
|Janney Montgomery Scott LLC||Lemoyne, PA||May 2008 - Jun 2013||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Aug 2005|
Total Assets Under Management61,581MILLIONS
Total Number of Accounts126,886ACCOUNTS
Average Account Value$485,328
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VI, VT, WA, WI, WV, WY
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