Unclaimed
Ronald Keith Akers is a financial advisor at LPL Financial LLC in Brentwood, Tennessee. Ronald has been in the industry since February 1986 and has been with LPL Financial since April 2013. Ronald also holds registrations in Texas and several other states. Ronald provides a wide range of financial services including investment advisory services, financial planning, pension consulting and more.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
05/10/2013 - Present
LPL Financial LLC (BRENTWOOD TN)
TN
03/01/2004 - 05/01/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRANKLIN TN)
NJ
08/14/2000 - 03/11/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
08/18/1988 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NA
06/18/1987 - 08/02/1988
FIRST FUNDS, INC.
NA
01/24/1986 - 06/30/1987
PENTRON SECURITIES CORP.
IA
Issued 11/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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