Michael Eakman
CRD Number: 6049135Current Firm: Kestra Advisory Services, LLC
Compensation Model: Fee Only
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services, LLC | Las Vegas, NV | Aug 2020 - Current | 3 |
| Adaptive Wealth Partners | Las Vegas, NV | Aug 2020 - Current | 3 |
| Kestra Advisory Services, LLC | Las Vegas, NV | Aug 2020 - Current | 3 |
| Edward Jones | St Louis, MO | Aug 2014 - Aug 2020 | 6 |
| J.p. Morgan Securities LLC | Henderson, NV | Oct 2012 - Aug 2014 | 1 |
| Jp Morgan Chase Bank | Henderson, NV | Aug 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- NV
-
Total Assets Under Management48,324MILLIONS
-
Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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