AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MA

Monica R. Akbar

MHL INVESTMENTS
Midvale, UT 84047
Some features on this profile are disabled
CRD#: 6262432
MA

Professional summary


Monica Rosalind Akbar is a registered financial professional currently at MHL INVESTMENTS located in Midvale, Utah.

Monica is registered as a RR (Registered Representative) and started their career in finance in 2020. Monica has worked at 1 firm and has passed the Series 63, Series 7TO, SIE, Series 99TO and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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) - BD


Click below to view Monica Rosalind Akbar'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

December 1, 2020 - Present

MHL INVESTMENTS

Office #1: Everspire Plaza 6900 S. 900 E., Suite 200, Midvale, UT 84047Office #2: Everspire Plaza 6900 S. 900 E., Suite 200, Midvale, UT 84047
BD
CRD#: 2535
Midvale, UT

State Registrations and Notice Filings


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

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
(4/1/2022)
RR
California
(4/1/2022)
RR
Colorado
(4/1/2022)
RR
Idaho
(4/1/2022)
RR
Nevada
(4/1/2022)
RR
Ohio
(4/4/2022)
RR
Oregon
(4/1/2022)
RR
Utah
(4/1/2022)
RR
Washington
(4/1/2022)
RR
Wyoming
(4/1/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 4/1/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/11/2022
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 99TO
Date: 9/16/2019
Operations Professional Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MI
MHL INVESTMENTS
M. H. LEBLANG, INC. | SYNCHRONY WEALTH MANAGEMENT | MHL INVESTMENTS ADVISORY | MHL INVESTMENTS | MHL

CRD#: 2535 / SEC#: , 8-12730

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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
Everspire Plaza 6900 S. 900 E., Suite 200, Midvale, UT 84047
Mailing Address
Everspire Plaza 6900 S. 900 E., Suite 200, Midvale, UT 84047
Phone number
(801) 545-8706
Established
New York since 01/04/1966
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (38 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
JONES, ROY RUSSELLCEO3166097
JONES, JOSHUA PAUL EDWARD DALE RAYGSP5139521
AKBAR, MONICA ROSALINDCCO6262432
VIGLIAROLO, JOSEPH CHARLESFINOP4880434

Disclosures


Regulatory Event1

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


MHL INVESTMENTS

CRD#: 2535Midvale, UT 84047

TRUST BUT VERIFY

Monitor Monica Akbar

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


RR
Reuben RowleyAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
AMERICAN FORK, UT
JL
Justin LizamaAdvisorCheck Check Mark
SIMPLE FINANCIAL, LLC
IAR
West Jordan, UT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics