William AkinsCRD Number: 4452102
Current Firm: Moneta Group Investment Advisors, LLC
William Akins (CRD# 4452102) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Clayton, MO and has over 14 years of experience in the finance industry. William Akins 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.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Moneta Group LLC||Clayton, MO||Jan 2016 - Current||2|
|Buckingham Asset Management, LLC||Clayton, MO||Jan 2014 - Jan 2016||2|
|Unemployed||St. Louis, MO||Apr 2013 - Jan 2014||< 1|
|Keefe, Bruyette & Woods, Inc.||New York, NY||Feb 2013 - Apr 2013||< 1|
|Stifel, Nicolaus & Company, Incorporated||Saint Louis, MO||Jul 2007 - Feb 2013||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2004|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
Total Assets Under Management16,195MILLIONS
Total Number of Accounts21,737ACCOUNTS
Average Account Value$745,037
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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