Machoura
Akmalkhodjaeva
Copper Financial
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About this Advisor
Machoura Akmalkhodjaeva is a financial advisor working out of New York, New York with 1 year of relevant experience. Akmalkhodjaeva is on the advisory team at Copper Financial. The advisor has gained experience at Scottrade, Homemaker, Regions Bank, New York Life Insurance Co, Nylife Securities LLC, Copper Financial Network LLC, United Nations Federal Credit Union Advisors and United Nations Federal Credit Union. Akmalkhodjaeva holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to advise clients in New York. Copper Financial is a registered investment firm operating out of Lenexa, KS. The firm has offices in 28 locations and a total of 50 employees. It handles $276 million in assets under management among its 2,406 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 2,406 accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Financial advisory fee schedules are based on the type of financial services offered. Fee types charged by Copper Financial most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Copper Financial Brokerage Details
$275,772,959
50
2,406
$114,619
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Machoura Akmalkhodjaeva Work History
Machoura has been registered as a financial advisor for 1 years.*
Copper Financial Network LLC
United Nations Federal Credit Union Advisors
United Nations Federal Credit Union
New York Life Insurance Co
Nylife Securities LLC
Homemaker
Scottrade
Homemaker
Regions Bank
*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 Machoura Akmalkhodjaeva 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 Copper Financial
Leawood, KS
Kansas City, MO
Lenexa, KS
Lenexa, KS
Leawood, KS
Kansas City, MO
Lenexa, KS
Lenexa, KS
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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