Brian
Akers
Arkadios Wealth Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Brian Akers is a certified financial planner based out of Forest Hill, Maryland with a total of 1 year of industry experience. Akers is on the advisory team at Arkadios Wealth Advisors. Akers has gained experience at Arkadios Capital, Arkadios Wealth Advisors, Akers Financial Group, Inc and Kalos Capital, Inc. Akers has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Maryland and Texas. Arkadios Wealth Advisors is an advisory business headquartered in Atlanta, GA. It has offices in 47 locations and a total of 140 employees. It handles $2 billion in assets under management between its 8,782 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises eight charities and foundations. Of its 8,782 customer accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically are based on the type of financial services provided. However, fees charged by Arkadios Wealth Advisors most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Arkadios Wealth Advisors Brokerage Details
$1,757,945,482
140
8,782
$200,176
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Brian Akers Work History
Brian has been registered as a financial advisor for 1 years.*
Arkadios Capital
Arkadios Wealth Advisors
Akers Financial Group, Inc
Kalos Capital, Inc
*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.
Disclosures
Please visit the SEC profile of Brian 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 Arkadios Wealth Advisors
New Berlin, WI
Angleton, TX
San Juan, PR
Jacksonville, FL
Madison Lake, MN
Atlanta, GA
Columbia, SC
Atlanta, GA
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 profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
