MA
Michael G. Akers
TRUIST ADVISORY SERVICES
BEDFORD, PA 15522
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CRD#: 3072406
MA
Professional summary
Michael Gerard Akers is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Bedford, Pennsylvania and TRUIST INVESTMENT SERVICES, INC. located in Bedford, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Michael has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 9 and Series 10 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.
VACATION HOME RENTAL POSITION: Sole Proprietor NATURE: Vacation rental offered through Airbnb and VRBO. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/26/2023 ADDRESS: Hilton Head SC, United States DESCRIPTION: When not used by family, will offer for rent through Airbnb and VRBO. Manage rental through these services. Hired a property management service responsible for property maintenance cleaning and improvements.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Gerard 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®
NoneExperience
Current
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 601 E Pitt St, Bedford, PA 15522RIA
CRD#: 283390
BEDFORD, PA
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 601 E Pitt St, Bedford, PA 15522BD
CRD#: 17499
Bedford, PA
Past
June 20, 2013 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
June 20, 2013 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
May 2, 2008 - June 21, 2013
JANNEY MONTGOMERY SCOTT LLC
RIA
CRD#: 463
LE MOYNE, PA
Past
May 2, 2008 - June 21, 2013
JANNEY MONTGOMERY SCOTT LLC
BD
CRD#: 463
LE MOYNE, PA
Past
August 22, 2005 - May 5, 2008
FERRIS, BAKER WATTS, LLC
RIA
CRD#: 285
LEMOYNE, PA
Past
June 26, 1998 - May 5, 2008
FERRIS, BAKER WATTS, LLC
BD
CRD#: 285
LEMOYNE, PA
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".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 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
Arizona(4/14/2022)
RR
California(4/27/2021)
RR
Colorado(12/20/2023)
RR
Connecticut(2/17/2021)
RR
Delaware(2/17/2021)
RR
District of Columbia(2/17/2021)
RR
Florida(2/17/2021)
RR
Georgia(2/17/2021)
RR
Hawaii(10/7/2025)
RR
Idaho(2/17/2021)
RR
Illinois(2/17/2021)
RR
Indiana(2/17/2021)
RR
Iowa(12/20/2023)
RR
Kansas(3/21/2023)
RR
Kentucky(3/21/2023)
RR
Maine(2/17/2021)
RR
Maryland(2/17/2021)
IAR
Maryland(12/10/2021)
RR
Massachusetts(2/17/2021)
RR
Michigan(3/16/2023)
RR
Minnesota(2/17/2021)
RR
Missouri(2/17/2021)
RR
Montana(3/21/2023)
RR
Nevada(1/3/2022)
RR
New Jersey(2/17/2021)
RR
New York(2/17/2021)
RR
North Carolina(2/17/2021)
RR
Ohio(2/17/2021)
RR
Oregon(1/31/2025)
RR
Pennsylvania(2/17/2021)
IAR
Pennsylvania(10/4/2023)
RR
Rhode Island(2/17/2021)
RR
South Carolina(2/17/2021)
RR
South Dakota(1/2/2024)
RR
Texas(2/17/2021)
IAR
Texas(4/15/2021)
RR
Vermont(8/13/2024)
RR
Virginia(2/17/2021)
RR
Washington(2/17/2021)
RR
West Virginia(2/17/2021)
RR
Wisconsin(3/21/2023)
RR
Wyoming(2/17/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
