Joel AkersCRD Number: 4133460
Current Firm: Stephens
Joel Akers (CRD# 4133460) is an Investment Advisor Representative working at Stephens in Rogers, AR and has over 22 years of experience in the finance industry.
National Asset Management, Inc.
Arvest Wealth Management
Boston Mountain Money Management, Inc.
|Stephens Inc.||Rogers, AR||Apr 2013 - Current||9|
|Arvest Asset Management||Rogers, AR||Apr 2005 - Apr 2013||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2000|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management15,109MILLIONS
Total Number of Accounts22,311ACCOUNTS
Average Account Value$677,181
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
- 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
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