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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sutherland Akright is a financial advisor with Captrust in San Antonio, TX. David Sutherland Akright is an Investment Advisor Representative and is registered in Texas. David Sutherland Akright has been in the industry since 2013. David Sutherland Akright has a Series 65 license. David Sutherland Akright is a Certified Financial Planner and a Chartered Financial Consultant. David Sutherland Akright is active in the community and serves on the Finance Committee for The DoSeum, a Museum for Kids in San Antonio, TX.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/11/2021 - Present
Captrust (San Antonio TX)
IA
Issued 07/17/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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