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About this Advisor
Joel Akers is a financial advisor based out of Rogers, Arkansas with a total of 10 years of industry experience. Akers is currently employed by Stephens. During their career, Akers has held roles at Stephens Inc. Akers maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arkansas and Texas. Stephens is a financial advisory firm based out of Little Rock, AR. The company has offices in 23 locations and a total of 637 employees. It manages $12 billion in assets under management between its 21,479 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 21 charitable organizations. Of its 21,479 customer accounts, just 8% are held by high-net-worth clients who have more than $1 million in investable assets. The firm offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice usually vary depending on the type of services provided. However, fees charged by Stephens most likely include asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
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Stephens Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Joel Akers Work History
Joel has been registered as a financial advisor for 10 years.*
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Joel Akers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stephens
Little Rock, AR
Little Rock, AR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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