John Quincy Akins

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 06/2018
  Regions Bank
  Guntersville, AL
• 05/2015 → 06/2018
  Cetera Investment Advisers Llc
  Guntersville, AL
• 05/2015 → 06/2018
  Cetera Investment Services Llc
  St.CLoud, MN
• 06/2018 → 12/2018
  Center Street Securities, Inc.
  Nashville, TN
• 12/2018 → 03/2025
  Lpl Financial, Llc
  Fort Payne, AL
• 03/2025 → Present
  Commonwealth Financial Network
  Waltham, MA
• 03/2025 → Present
  Summit Wealth Management
  Fort Payne, AL

Previous Registrations

• 2018-12-21 → 2025-03-26
  Lpl Financial Llc
  Fort Payne, AL
  Guntersville, AL
  Fort Payne, AL
• 2018-06-12 → 2018-12-19
  Center Street Advisors, Inc.
  Fort Payne, AL
  Nashville, TN
• 2015-05-07 → 2018-06-11
  Cetera Investment Advisers Llc
  Guntersville, AL
  Fort Payne, AL
• 2013-10-03 → 2013-12-04
  Equitable Advisors, Llc
  Trussville, AL
  Owens Cross Roads, AL
  Trussville, AL

Other Businesses

1. Fixed insurance sales; as of 3/24/2025; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Summit Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 3/31/2018; 1% time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, Front Door Holdings, LLC; an entity created for the purpose of owning residential real estate in Milton, FL, Forty Payne, AL, Tallahassee, FL, Quincy FL, and Grand Ridge, FL; 0% time spent during business hours; Not conducted at branch; Investment related. 4. Owner, Little River Management, LLC; an entity created for the purpose of owning residential real estate in Fort Payne, AL and Fyffe, AL; 1% time spent during business hours; Not conducted at branch; Investment related. 5. Co-owner & Finance Director, Resolute Care Services, Inc.; home healthcare business; Located at 12155 AL Hwy 35, Ste C, Fort Payne, AL 35968; as of 12/2021; 1% of time spent during business hours; Not conducted at branch location; Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2013-09-24

Designations

• Certified Financial Planner

Other Names

• John Quincy Akins