Nick
Konakis

Read & Powell Financial Services, LLC

CRD#4123105
Investment Advisor
in Elko, NV

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About this Advisor

Nick Konakis is a financial advisor who works out of Elko, Nevada who has 18 years of industry experience. Konakis is an employee of Read & Powell Financial Services, LLC. Throughout their career, they have worked at Read & Powell Financial Services, LLC and Read & Powell, Llp. Konakis holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Nevada. Read & Powell Financial Services, LLC is a registered investment firm headquartered in Elko, NV. It manages $115 million in assets under management across its 582 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm serves one charitable organizations. Of its 582 client accounts, 93% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules usually are based on which services are provided. However, fees charged by Read & Powell Financial Services, LLC can consist of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

18 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

491 5Th Street
Elko, NV 89801

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Read & Powell Financial Services, LLC Brokerage Details

Total Assets Under Management

$114,453,643

NV Average: $664,206,839
Total Number of Employees

6

NV Average: 10
Total Number of Accounts

582

NV Average: 1,698
Average Account Size

$196,656

NV Average: $391,170

Investment Advisory Services

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

Nick Konakis Work History

Nick has been registered as a financial advisor for 18 years.*

2004 - Present (20 years)

Read & Powell Financial Services, LLC

1989 - Present (35 years)

Read & Powell, Llp

*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 Nick Konakis 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 Read & Powell Financial Services, LLC

Diane Rice
Elko, NV
Eric Wiseman
Elko, NV
David Malone
Elko, NV
Nick Konakis
Elko, NV
Anthony Aguirre
Elko, NV

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.

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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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