Evan
Akers

Secure Asset Management, L.L.C

CRD#7569020
Investment Advisor
in Granada Hills, CA

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About this Advisor

Evan Akers is a financial advisor based in Granada Hills, California, working with Secure Asset Management, L.L.C. Evan has previously held positions at Curl Market - The Ohio State University, Merrill Lynch, Vium Capital, and Real Estate Transition Solutions. Evan has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Evan is part of Secure Asset Management, L.L.C, which operates out of Granada Hills, California. The firm has 18 offices and 46 employees. The firm manages assets totaling $599.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Secure Asset Management, L.L.C includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Granada Hills, CA

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Secure Asset Management, L.L.C Brokerage Details

Total Assets Under Management

$599,576,285

CA Average: $943,424,332
Total Number of Employees

46

CA Average: 21
Total Number of Accounts

3,698

CA Average: 1,586
Average Account Size

$162,135

CA Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Evan Akers Work History

2023 - Present (2 years)

Real Estate Transition Solutions

2022 - 2022 (< 1 year)

Merrill Lynch

2022 - 2023 (1 year)

Vium Capital

2020 - 2021 (1 year)

Curl Market - The Ohio State University

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Disclosures

Please visit the SEC profile of Evan 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 Secure Asset Management, L.L.C

Pamela Harrison
Troy, MI
Evan Akers
Granada Hills, CA
Thomas Badders
Troy, MI
Ryan Reynolds
Colorado Springs, CO
Jeremy Goldstein
Troy, MI
Austin Bowlin
San Francisco, CA
Gavin Schmidtmann
Bloomfield Hills, MI
Shadi Maasri
Troy, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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 profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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