Akeem
Davis
Alera Investment Advisors, LLC
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About this Advisor
Akeem Davis is a financial advisor operating out of Tacoma, Washington, with a total of 1 year of relevant experience. Davis is an employee of Alera Investment Advisors, LLC. Over the course of their career, Davis has held roles at Triad Advisors, Wilson Albers & Co, Davis & Associates LLC, Robert Half and Mack Urban. Davis holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Washington. Alera Investment Advisors, LLC is an advisory business based out of Deerfield, IL. The firm has offices in 10 locations and a total of 62 financial advisors. It has $1 billion in assets under management among its 3,177 accounts, placing it among the larger firms in the country by assets under management. Of its 3,177 customer accounts, 15% belong to high-net-worth clients who have more than $1 million in assets. Alera Investment Advisors, LLC offers a number 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 and educational seminars. Fees for financial advisory services typically depend on which services are offered. Fee types charged by Alera Investment Advisors, LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alera Investment Advisors, LLC Brokerage Details
$1,155,663,428
62
3,177
$363,759
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
- Educational seminars/workshops
Akeem Davis Work History
Akeem has been registered as a financial advisor for 1 years.*
Triad Advisors
Wilson Albers & Co
Davis & Associates LLC
Robert Half
Mack Urban
*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 Akeem Davis 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 Alera Investment Advisors, LLC
Anchorage, AK
Deerfield, IL
Tacoma, WA
Deerfield, IL
Deerfield, IL
Deerfield, IL
Downers Grove, IL
Downingtown, PA
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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