Lindsey Akashi, financial advisor Columbia MD
93 score

Lindsey Akashi

CRD Number: 5911101
Current Firm: Axa Advisors, LLC

Lindsey Akashi (CRD# 5911101) is an Investment Advisor Representative working at Axa Advisors, LLC in Columbia, MD and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors LLC New York, NY Jun 2017 - Current < 1
Nylife Securities LLC Bethesda, MD Jan 2017 - Jun 2017 < 1
New York Life Insurance Co Bethesda, MD Nov 2016 - Jun 2017 < 1
Ameriprise Financial Services, Inc. Princeton, NJ Apr 2011 - Nov 2016 5
Starbucks Princeton, NJ Aug 2010 - Apr 2011 < 1
Self-employed Princeton Jct., NJ Jun 2010 - Apr 2011 < 1
Self Employed Ann Arbor, MI Aug 2007 - Jun 2010 2
University Of Michigan Ann Arbor, MI Aug 2008 - Dec 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Lindsey A. Akashi
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • MD
  • VA
  • PA
By the Numbers
  • Total Assets Under Management
    14,539
    MILLIONS
  • Total Number of Accounts
    49,556
    ACCOUNTS
  • Average Account Value
    $293,380
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY

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

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