Timothy Blane Akers

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY WEALTH MANAGEMENT

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

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

Current Employers

Employment History

• 02/2022 → 09/2022
  Fidelity Investments
  Westlake, TX
• 09/2022 → 02/2023
  Lpl Financial
  Argyle, TX
• 09/2002 → 02/2023
  Rfg Wealth Advisory
  Argyle, TX
• 05/2023 → 03/2026
  Raymond James Financial Services Advisors, Inc.
  Irving, TX
• 05/2023 → 03/2026
  Raymond James Financial Services, Inc.
  Irving, TX
• 04/2023 → 03/2026
  Cadent Capital, Llc
  Irving, TX
• 03/2026 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Previous Registrations

• 2023-05-12 → 2026-03-19
  Raymond James Financial Services Advisors, Inc
  Irving, TX
• 2022-09-29 → 2023-03-01
  Rfg Wealth Advisory
  Argyle, TX
• 2022-04-06 → 2022-09-19
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-03-24

Designations

• Certified Financial Planner

Other Names

• Timothy Blane Akers
• Timothy Akers