Akeem DavisCRD Number: 5328905
Current Firm: Alera Investment Advisors, LLC
Akeem Davis (CRD# 5328905) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Tacoma, WA and has 1 year of experience in the finance industry.
Securities America Advisors, Inc.
Sitka Pacific Capital Management, LLC
Abraham & Company, Inc.
|Triad Advisors||Norcross, GA||Nov 2018 - Current||5|
|Wilson Albers & Co||Tacoma, WA||Mar 2018 - Current||5|
|Davis & Associates LLC||Renton, WA||Dec 2016 - Apr 2018||1|
|Robert Half||Seattle, WA||Sep 2015 - Dec 2016||1|
|Unemployed||Renton, WA||Nov 2014 - Sep 2015||< 1|
|Mack Urban||Seattle, WA||Jan 2014 - Oct 2014||< 1|
|Unemployed||Renton, WA||May 2013 - Dec 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2022|
Total Assets Under Management1,156MILLIONS
Total Number of Accounts3,177ACCOUNTS
Average Account Value$363,759
- 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)
- Educational seminars/workshops
AK, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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