Brett J. Akers

FSA INVESTMENT GROUP

Pensacola, FL 32502

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CRD#: 5194535

Professional summary

Brett Jeffrey Akers is a registered financial advisor currently at FSA INVESTMENT GROUP, LLC located in Pensacola, Florida.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Brett has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Jeffrey Akers's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 5, 2017 - Present

FSA INVESTMENT GROUP, LLC

Office #1: 212 South Alcaniz Street, Pensacola, FL 32502

RIA

CRD#: 163641

Pensacola, FL

Past

May 6, 2009 - July 11, 2016

HARRISDIRECT LLC

RIA

CRD#: 42159

ATLANTA, GA

Past

December 6, 2006 - July 11, 2016

E*TRADE SECURITIES LLC

CRD#: 29106

ATLANTA, GA

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".

FSA INVESTMENT GROUP, LLC

FS ADVISORS INC. | FSA INVESTMENT GROUP, LLC

CRD#: 163641 / SEC#: 801-76511

RIA

Registered Investment Advisory firm - (4/30/2012 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.

Highlighted states indicate IAR registrations

IAR

Alabama
(3/15/2021)

IAR

California
(3/15/2021)

IAR

Florida
(7/5/2017)

IAR

Georgia
(6/3/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/30/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/12/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/11/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/5/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/24/2012

General Securities Principal Examination

Current Firm

FSA INVESTMENT GROUP, LLC

FS ADVISORS INC. | FSA INVESTMENT GROUP, LLC

CRD#: 163641 / SEC#: 801-76511

RIA

Registered Investment Advisory firm - (4/30/2012 Approved)

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Contact information

Main Address

212 South Alcaniz Street, Pensacola, FL 32502

Mailing Address

Phone number

(850) 696-1550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR FS ADVISORS INC. (2/19/2025)

Regulatory assets under management

Total Number of Accounts	152
AUM (Assets Under Management)	$ 709,511,444

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.

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Advisor Monitoring

Firm Stability Insights

Brett J. Akers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Jeffrey Akers's CRS (Customer Relationship Summary).

Certified licenses

Experience

FSA INVESTMENT GROUP, LLC

HARRISDIRECT LLC

E*TRADE SECURITIES LLC

Primary Firm SEC Registration

FSA INVESTMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/30/2009

Series 63

Date: 1/12/2007

SIE

Date: 7/11/2016

Series 7

Date: 12/5/2006

Series 24

Date: 1/24/2012

Current Firm

FSA INVESTMENT GROUP, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FSA INVESTMENT GROUP, LLC

TRUST BUT VERIFY

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