David AkrightCRD Number: 6170087
Current Firm: Captrust
David Akright (CRD# 6170087) is an Investment Advisor Representative working at Captrust in San Antonio, TX and has over 9 years of experience in the finance industry. David Akright 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.
Boynton Financial LLC
S.b. Value Partners, LP
Lpl Financial LLC
|Capfinancial Partners, LLC||Raleigh, NC||Sep 2021 - Current||2|
|Covenant Multi-family Offices, LLC||San Antonio, TX||Jan 2018 - Sep 2021||3|
|Covenant Multi-family Offices, LLC||San Antonio, TX||Jul 2013 - Jan 2018||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2014|
Total Assets Under Management714,588MILLIONS
Total Number of Accounts76,254ACCOUNTS
Average Account Value$9,371,153
- 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 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)
- Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY
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