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Evan Akers

EXCHANGERIGHT SECURITIES
Pasadena, CA
·CRD# 7569020·2 years experience

Professional Summary

Evan Akers, who also goes by Evan R Akers, Evan Robert Akers, is a registered financial advisor currently at EXCHANGERIGHT SECURITIES, LLC located in Pasadena, California. Evan is registered as a RR (Registered Representative) and started their career in finance in 2024. Evan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Evan R Akers, Evan Robert Akers

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

2 years in the financial services industry

Current & Past Employments

EXCHANGERIGHT SECURITIES, LLC·CRD# 283430
BD
1055 E. Colorado Blvd, Suite 3130, Pasadena, CA 91106
July 20, 2026 - Present
SECURE ASSET MANAGEMENT, L.L.C.·CRD# 144046
RIA
Kirkland, WA
June 18, 2024 - July 10, 2026
AURORA SECURITIES·CRD# 46147
BD
Kirkland, WA
May 10, 2024 - July 10, 2026

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Current Firm

ES
EXCHANGERIGHT SECURITIES, LLC

EXCHANGERIGHT SECURITIES, LLC

CRD#: 283430 / SEC#: 8-69753
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

Contact Information

Main Address

1055 E. Colorado Blvd., Suite 310, Pasadena, CA 91106

Mailing Address

1055 E. Colorado Blvd., Suite 310, Pasadena, CA 91106

Phone Number

(626) 564-1031

Established

California since 01/06/2016

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
EXCHANGERIGHT HOLDINGS, LLCOWNER—
DRYDEN, SUSANA KAYCHIEF COMPLIANCE OFFICER, MANAGING MEMBER5327906
THOMAS, WARREN JESSE MCEWINPRESIDENT, MANAGING MEMBER2299254
THORNTON, STEVEN LEEFINOP4496384
UNGERECHT, JOSHUA PAULCEO, MANAGING MEMBER5183573

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Real Estate Transition Solutions. This is an investment-related business that offers Delaware Statutory Trust securities through Aurora Securities. It is located at 10510 Northup Way Ste. 150, Kirkland, WA 98033. I am a research analyst, conducting due diligence on Delaware Statutory Trust properties that are utilized as replacement properties for 1031 exchanges. I began working here in November 2023. I work here full-time, 9-5 PT, 40 hours per week.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(7/20/2026)
RR
Washington
(7/20/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2024About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed May 2024About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jan 2024About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

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

CRS (Customer Relationship Summary)

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