BA
CFP
BA
CFP

Brandon Douglas Akers

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
151 advisors
Number of Clients
9,767 clients
Average Client Portfolio
$254K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$10K
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Location

Johns Creek, GA

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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 ActivitiesSells Insurance

Brandon works full-time in human resources for Fed Ex Ground. He also works a few hours per week as an independent insurance agent and is an investment adviser representative at Creative Financial Designs, Inc.

Employment History
Current Registrations
Creative Financial Designs, INC.
July 2008 - Present · 17 yrs 7 mos
Cfd Investments, INC.Broker
June 2008 - Present · 17 yrs 8 mos
State Registrations6 states
GAMOOHSCTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.