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Akeem Cheo Davis

6 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

1201 Pacific Ave., Suite 2025, Tacoma, WA, 98402

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Akeem is involved with Alera Group, performing investment due diligence and research as an investment strategist, dedicating full-time hours. He also works full-time as an investment strategist and performing due diligence for Alera Investment Advisors.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Alera Investment Advisors, LLC
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Triad Advisors LLCBroker
June 2019 - August 2024 · 5 yrs 2 mos
State Registrations11 states
AKAZCACOFLIDMINVOHORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.