Unclaimed
Michael Akins is a financial advisor with over 17 years of experience in the industry. Michael has served as a financial advisor with LPL Financial LLC, Royal Alliance Associates, Inc., United Securities Alliance, Inc., and PFS Investments Inc. Michael is currently an Investment Advisor Representative with Western Wealth Management LLC. Michael has a strong track record of providing financial advice to individuals, families, and businesses. Michael is committed to helping clients achieve their financial goals. Michael has been registered as an Investment Advisor Representative since 2021 and is currently licensed in Colorado. Michael holds Series 6, 7, 24, 26, 63, and 65 licenses.
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.
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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2
CO
02/19/2021 - Present
Western Wealth Management LLC (GOLDEN CO)
CO
01/13/2009 - 06/27/2016
LPL FINANCIAL LLC (SUPERIOR CO)
CO
03/01/2007 - 12/31/2008
ROYAL ALLIANCE ASSOCIATES, INC. (SUPERIOR CO)
CO
06/01/2005 - 03/01/2007
UNITED SECURITIES ALLIANCE, INC. (SUPERIOR CO)
GA
04/21/1998 - 05/20/2005
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 08/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2006
Series 24 - General Securities Principal Examination
BC
Issued 07/28/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/27/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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