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OA

Omar Akhil

VAULKSHIRE INVESTMENT ADVISORS
San Antonio, TX 78209
Some features on this profile are disabled
CRD#: 6018581
OA

Professional summary

Omar Akhil is a registered financial advisor currently at VAULKSHIRE INVESTMENT ADVISORS located in San Antonio, Texas.

Omar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Omar has worked at 3 firms and has passed the Series 65 exam.

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 Omar Akhil'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®
None

Experience

Current

June 23, 2015 - Present

VAULKSHIRE INVESTMENT ADVISORS

Office #1: 310 W. Sunset Suite 101, San Antonio, TX 78209
RIA
CRD#: 226623
San Antonio, TX
Past

March 27, 2014 - June 15, 2015

MATTERHORN CAPITAL MANAGEMENT, LLC

RIA
CRD#: 133766
SAN ANTONIO, TX
Past

November 20, 2012 - September 23, 2013

TPB WEALTH ADVISORS, LLC

RIA
CRD#: 150508
SAN ANTONIO, TX

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
Texas
(6/23/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/19/2012
Uniform Investment Adviser Law Examination

Current Firm

VI
VAULKSHIRE INVESTMENT ADVISORS
VAULKSHIRE INVESTMENT ADVISORS | VAULKSHIRE LLC

CRD#: 226623 / SEC#:

Texas
Registered Investment Advisory firm - (6/23/2015 Approved)
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Contact information

Main Address
310 W. Sunset Suite 101, San Antonio, TX 78209
Mailing Address
Phone number
(210) 273-8011
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts75
AUM (Assets Under Management)$ 17,937,547

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

VAULKSHIRE INVESTMENT ADVISORS

CRD#: 226623San Antonio, TX 78209

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