TA
CFP
TA
CFP

Timothy Akers

3 Years of Experience
Irving, TX
Broker

Timothy Akers is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Irving, TX, with 3 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

105 Decker Dr, Suite 450, Irving, TX, 75062

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Timothy works as a financial planner at a support company, dedicating about half of his time to this role. He also serves as a committee member and treasurer/board member for A Small Miracle Foundation, a non-profit, spending a few hours per week on these activities.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2023 - Present · 3 yrs
Previous Registrations
Rfg Wealth Advisory
September 2022 - March 2023 · 6 mos
LPL Financial LLCBroker
September 2022 - March 2023 · 6 mos
Fidelity Personal and Workplace Advisors
April 2022 - September 2022 · 5 mos
Fidelity Brokerage Services LLCBroker
March 2022 - September 2022 · 6 mos
State Registrations8 states
ALAZCAFLKYNCNYTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Timothy Akers - Financial Advisor | TrueAdvisor