Sean Akins (CRD# 5657646) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Hudson Falls, NY and has over 14 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 1476297
Lpl Financial LLC
CRD# 6561717
Morgan Stanley
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Bank N.a. | Hudson Falls, NY | Nov 2022 - Current | 1 |
| Td Private Client Wealth LLC | Hudson Falls, NY | Nov 2022 - Current | 1 |
| Td Bank N.a. | Granville, NY | Apr 2021 - Nov 2022 | 1 |
| Allstate Insurance Co | Albany, NY | Jul 2020 - May 2022 | 1 |
| Lpl Financial LLC | South Glens Falls, NY | Nov 2019 - Jun 2020 | < 1 |
| Glens Falls National Bank & Trust | South Glens Falls, NY | Nov 2019 - Jun 2020 | < 1 |
| Upstate Agency Insurance | South Glens Falls, NY | Dec 2017 - Jun 2020 | 2 |
| Sean Akins Insurance Agency | Queensbury, NY | Jul 2015 - Nov 2017 | 2 |
| State Farm Vp Management Corp | Queensbury, NY | Jul 2015 - Nov 2017 | 2 |
| State Farm Vp Management Corp | Balston Spa, NY | Apr 2009 - Jun 2015 | 6 |
| State Farm Insurance | Balston Spa, NY | Mar 2009 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2009 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- NY
- VT
-
Total Assets Under Management12,265MILLIONS
-
Total Number of Accounts16,422ACCOUNTS
-
Average Account Value$746,855
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.