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Thomas W. Akins

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CRD#: 2622526
TA

Professional summary


Thomas Wayne Akins was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Thomas Wayne Akins, who also goes by Thomas Akins, Tom Akins, was a registered financial advisor .

Thomas is a previously registered financial advisor and started their career in finance in 1995. Thomas had worked at 4 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas Akins | Tom Akins

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 9, 2009 - October 11, 2010

USA WEALTH MANAGEMENT LLC

RIA
CRD#: 122082
GREENVILLE, SC
Past

October 9, 2009 - October 11, 2010

USA ADVANCED PLANNERS INC.

BD
CRD#: 131282
GREENVILLE, SC
Past

May 30, 2003 - May 20, 2009

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
ASHVILLE, NC
Past

May 30, 2003 - May 20, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
ASHVILLE, NC
Past

February 27, 2002 - June 4, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
HENDERSONVILLE, NC
Past

July 9, 1995 - June 4, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/3/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 5/7/2003
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


UW
USA WEALTH MANAGEMENT LLC
USA WEALTH MANAGEMENT LLC

CRD#: 122082 / SEC#: 801-61898

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Contact information


Main Address
961 Four Mile Road Nw Suite B, Grand Rapids, MI 49544-8252
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

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


USA WEALTH MANAGEMENT LLC

CRD#: 122082

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