Kyle Akers, financial advisor Troy MI
93 score

Kyle Akers

CRD Number: 5521788
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Kyle Akers (CRD# 5521788) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Troy, MI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
National Planning Corporation El Segundo, CA Apr 2015 - Current 1
Tfg Advisors Auburn Hills, MI Dec 2014 - Apr 2015 < 1
Larson Financial Securities, LLC St. Louis, MO Aug 2013 - Oct 2014 1
Larson Financial Group, LLC St. Louis, MO Aug 2013 - Oct 2014 1
Scottrade, Inc. St. Louis, MO May 2008 - Aug 2013 5
United Parcel Service Comstock Park, MI Apr 2007 - Feb 2009 1
Cornerstone University Grand Rapids, MI Aug 2005 - Dec 2008 3
Dominion Systems Grand Rapids, MI Jun 2007 - Aug 2007 < 1
Nautica Auburn Hills, MI Nov 2002 - Jan 2007 4
Avon Electric Rochester Hills, MI May 2002 - Sep 2006 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
S63 Uniform Securities State Law Examination Aug 2009
Contact Info for Kyle M. Akers
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • FL
  • MI
  • OH
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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