EA
EA

Evan Robert Akers

1 Year of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
4,714 clients
Average Client Portfolio
$189K average
Assets Under Management
$890.0M

Fee Structure

Minimum Investment:None
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Location

Granada Hills, CA

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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.

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Other Business Activities

Evan works full-time as a research analyst for Real Estate Transition Solutions, an investment-related business offering Delaware Statutory Trust securities. He conducts due diligence on Delaware Statutory Trust properties used as replacement properties for 1031 exchanges.

Employment History
Current Registrations
Secure Asset Management, L.L.C.
June 2024 - Present · 1 yr 8 mos
Aurora SecuritiesBroker
May 2024 - Present · 1 yr 9 mos
State Registrations9 states
AKAZCAFLHIILNVORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.