Brian A. Akers
ARKADIOS WEALTH ADVISORS
Forest Hill, MD 21050
Some features on this profile are disabled
CRD#: 2124313
Professional summary
Brian Alan Akers, CFP® is a registered financial advisor currently at ARKADIOS WEALTH ADVISORS located in Forest Hill, Maryland and ARKADIOS CAPITAL located in Forest Hill, Maryland.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Brian has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
AKERS FINANCIAL - 100% OWNER - SALE OF FIXED LIFE INSURANCE PRODUCTS, health, LTC, DI 40+ hours/week NORTH HARFORD BAPTIST CHURCH TREASURER, JARRETTSVILLE MD; Arkadios Wealth, INVESTMENT ADVISOR REPRESENTATIVE, 40+ HOURS/WEEK HARFORD CHRISTIAN EDUCATIONAL FOUNDATION, BOARD MEMBER, NO COMPENSATION, < 1 HR/MON COVENANT FINANCIAL STRATEGIES, INC. POS:Consultant NATURE:Referring clients to Covenant Financial Strategies INVESTMENT RELATED:No NUMBER OF HOURS:3 SECURITIES TRADING HOURS:0 START DATE: 2/1/2017 ADDRESS:217 E. Churchville Road, Bel Air MD 21014 DESC:Referring clients to Covenant Financial Strategies for assistance with Medicare supplemental insurance. AKERS FINANCIAL EDUCATIONAL FOUNDATION, INC. POS:Resident Agent NATURE:Akers Financial Educational Foundation, Inc. is organized exclusively for charitable, religious, educational, and scientific purposes, including, for such purposes, the making of distributions to organizations that qualify as exempt organizations under Section 501(c)(3) of the Internal Revenue Code, or the corresponding section of any future federal tax code. INV RELATED:No NUMBER OF HOURS:1 SECURITIES TRADING HOURS:0 START DATE:7/19/2017 ADDRESS:134-5 Industry Lane, Forest Hill MD 21050 DESC:To receive, invest, and manage gifts, grants, donations, devises, and bequests of money and other personal and real property intended by the donor, devisor, or decedent in order to pay tuition, fees, and other expenses of qualifying students at Christian educational institutions and/or special needs educational institutions, and in so doing, act as a depository for the investment and management of such money and property so received. MOUNTAIN VIEW INSURANCE SOLUTIONS POS:Consultant NATURE:Referring clients to Mountain View Insurance Solutions for property and casualty insurance. We split commissions. INV RELATED:No NUMBER OF HOURS:2 SECURITIES TRADING HOURS:0 START DATE:10/01/2018 ADDRESS:900 South Main Street, #104, Bel air MD 21014 DESC:Referring clients to Mountain View Insurance Solutions for property and casualty insurance. WINNING IN RETIREMENT POS:Host/Owner NATURE:One hour long weekly call-in radio show, Winning in Retirement. Selling up to seven, 30 or 60 second ads to outside businesses. INV RELATED:Yes NUMBER OF HOURS:1 SECURITIES TRADING HOURS:1 START DATE:1/11/2020 ADDRESS:134-5 Industry Lane, Forest Hill MD 21050 DESCRIPTION: Selling ads for radio show RUSSELL INSURANCE GROUP POS:Consultant NATURE:Referring clients to Russell Insurance Group, for Property and Casualty Insurance. We split commission. INVESTMENT RELATED:No NUMBER OF HOURS:2 SECURITIES TRADING HOURS: 0 START DATE:7/01/2016 ADDRESS:1714 Jarrettsville Road, Jarrettsville MD 21084 DESC:Referring clients to Russell Insurance Group, for property & casualty insurance. ACRES BY AKERS, LLC POS:Member 100% owned NATURE:Own and develop real estate for rental or sale INVESTMENT RELATED: No NUMBER OF HOURS:2 SECURITIES TRADING HOURS:2 START DATE:9/10/2019 ADDRESS:2011 Citation Rd, Jarrettsville MD 21084 DESC:100% owner, organize to buy rental property. Leasing storage property to Akers Financial Group. DANIEL ALAN, LLC POS:50% owner Member NATURE:Tax preparation, INV RELATED:No NUMBER OF HOURS:16 SEC TRADING HOURS:8 START DATE:1/15/2021 ADDRESS:134-5 Industry Lane Forest Hill, MD 21050 DESC:Management of company, organize the vision and direction of the company. Some supervision and review of Tax returns and filings.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Alan Akers's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1991
Experience
Current
August 16, 2022 - Present
ARKADIOS WEALTH ADVISORS
Office #1: 134 Industry Lane, Suite 5, Forest Hill, MD 21050RIA
CRD#: 288863
Forest Hill, MD
Current
August 16, 2022 - Present
ARKADIOS CAPITAL
Office #1: 134 Industry Lane, Suite 5, Forest Hill, MD 21050BD
CRD#: 282710
Forest Hill, MD
Past
February 28, 2006 - September 30, 2022
KALOS CAPITAL, INC.
BD
CRD#: 44337
FOREST HILL, MD
Past
February 24, 2006 - September 30, 2022
KALOS MANAGEMENT
RIA
CRD#: 133025
FOREST HILL, MD
Past
July 24, 1997 - February 27, 2006
PSA FINANCIAL ADVISORS INC
RIA
CRD#: 110802
LUTHERVILLE, MD
Past
June 11, 1997 - February 27, 2006
PSA EQUITIES, INC.
BD
CRD#: 15676
HUNT VALLEY, MD
Past
February 4, 1993 - June 12, 1997
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
CONSHOHOCKEN, PA
Past
May 16, 1991 - February 8, 1993
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
NEWARK, DE
Past
April 12, 1991 - April 25, 1991
ENERIC FINANCIAL SERVICES, INC.
BD
CRD#: 11761
FAIRFIELD, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ARKADIOS WEALTH ADVISORS
1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS
CRD#: 288863 / SEC#: 801-110833
RIA
Registered Investment Advisory firm - (7/17/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(12/3/2024)
RR
Alaska(8/16/2022)
RR
Arizona(8/16/2022)
RR
Arkansas(8/16/2022)
RR
California(8/16/2022)
RR
Colorado(8/16/2022)
RR
Delaware(8/16/2022)
RR
Florida(8/16/2022)
RR
Georgia(8/16/2022)
RR
Illinois(8/16/2022)
RR
Kentucky(8/16/2022)
RR
Maine(8/16/2022)
RR
Maryland(8/16/2022)
IAR
Maryland(8/16/2022)
RR
Massachusetts(8/16/2022)
RR
Michigan(8/16/2022)
RR
Missouri(8/16/2022)
RR
Nevada(8/16/2022)
RR
New Jersey(8/16/2022)
RR
New York(8/16/2022)
RR
North Carolina(10/5/2022)
RR
Ohio(8/16/2022)
RR
Pennsylvania(8/16/2022)
RR
South Carolina(8/16/2022)
RR
Tennessee(8/16/2022)
RR
Texas(8/16/2022)
IAR
Texas(8/16/2022)
RR
Virginia(8/16/2022)
RR
West Virginia(8/16/2022)
RR
Wisconsin(8/5/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AW
ARKADIOS WEALTH ADVISORS
1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS
CRD#: 288863 / SEC#: 801-110833
RIA
Registered Investment Advisory firm - (7/17/2017 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305
Mailing Address
Phone number
(404) 445-0035
Established
Firm type
Fiscal year end
# of Employees
188
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,091 |
| AUM (Assets Under Management) | $ 3,856,398,203 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ARKADIOS WEALTH ADVISORS
CRD#: 288863Forest Hill, MD 21050TRUST BUT VERIFY
Monitor Brian Akers
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
