Brett Akers, financial advisor Pensacola FL

Brett Akers

CRD Number: 5194535
Current Firm: Fsa Investment Group, LLC

Brett Akers (CRD# 5194535) is an Investment Advisor Representative working at Fsa Investment Group, LLC in Pensacola, FL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Fsa Investment Group, LLC Pensacola, FL Jan 2017 - Current 7
Unemployed Atlanta, GA Aug 2016 - Dec 2016 < 1
E*trade Capital Management LLC Atlanta, GA May 2009 - Jul 2016 7
E*trade Securities LLC Atlanta, GA Jul 2006 - Jul 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2007
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Brett J. Akers
Phone Number: (850) 696-1550
Registered State(s):
  • AL
  • CA
  • FL
By the Numbers
  • Total Assets Under Management
    509
    MILLIONS
  • Total Number of Accounts
    176
    ACCOUNTS
  • Average Account Value
    $2,889,465
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, CA, FL, LA

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