Joel Akers is a registered investment advisor at Stephens, based in Rogers, AR, with 26 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 21,784 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stephens Inc. offers several investment management programs with fees based on a percentage of assets managed. Fees are negotiable and vary from client to client. Fees for some programs are charged quarterly in arrears, while others are charged monthly in advance. Clients may also incur markups or markdowns on fixed income transactions. Some programs may also have performance-based fees.
Location
3100 Market Street, Rogers, AR, 72758
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Regulatory History (1)
Customer Dispute
March 2013Other Business Activities
Joel is a director at Infinity Headwear, an apparel sales company, since 2010. His spouse owns BLA Holdings, a real estate appraisal business, but Joel is only an indirect owner and spends no time on either activity.
Employment History
Current Registrations
Stephens
StephensBroker
Previous Registrations
Arvest Asset Management
Arvest Asset ManagementBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Arvest Asset ManagementBroker
State Registrations39 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.