Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Blane Akers is a financial advisor associated with Raymond James Financial Services Advisors, Inc., located in Irving, TX. Timothy has been in the financial industry since 2022. Timothy is a CERTIFIED FINANCIAL PLANNER™ professional, and holds the Series 7, Series 63 and SIE licenses. Timothy specializes in financial planning, portfolio management for businesses and individuals. Timothy is registered to provide investment advice in Alabama, Arizona, California, Florida, Kentucky, North Carolina and Texas. In addition, Timothy is also registered with the state of Texas as an investment advisor representative.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
05/12/2023 - Present
Raymond James Financial Services Advisors, Inc. (Irving TX)
TX
09/08/2022 - 03/02/2023
LPL FINANCIAL LLC (ARGYLE TX)
TX
03/09/2022 - 09/16/2022
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 03/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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