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James Wesley Akers is an Investment Advisor Representative with Brookstone Wealth Advisors, LLC. James Akers is registered with the state regulators of Nevada, Texas and Colorado. James Akers has been in the industry since January 2018 and has passed the Uniform Investment Adviser Law Examination. James Akers specializes in providing financial planning, educational seminars, and selection of other advisors. James Akers also provides portfolio management for businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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IL
09/19/2024 - Present
Brookstone Wealth Advisors, LLC (WHEATON IL)
IA
Issued 11/05/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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