Advisor at Truist Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Florence, AL 35630
Credentials
Series 63, Series 65
Industry experience
7 years
Timothy Akers is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Wells Fargo Clearing Services and Wells Fargo Bank before joining Truist in 2022. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors managing about $67.7 billion in assets. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations, offering discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation.
Based on Truist Advisory Services
Based on Truist Advisory Services
$0 - $100,000: 2.25% $100,001 - $250,000: 2.20% $250,001 - $500,000: 2.15% $500,001 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.85% $2,000,001 - $5,000,000: 1.75% $5,000,001 - $10,000,000: 1.65% $10,000,001 - $25,000,000: 1.50% $25,000,001+: 1.45%
Account minimum: $100,000 Minimum fee: Plan Sponsor Services annual base fee of $2,500 for newly established plans Fee-only: Investment consulting fees can be fixed dollar or percentage of assets, negotiable
402 Cox Creek Pkwy
Florence, AL 35630
Alabama
Truist Advisory Services Inc.
2022 - Present (4 years)
Truist Investment Services Inc.
2022 - Present (4 years)
Wells Fargo Clearing Services, LLC.
2018 - 2022 (4 years)
Wells FArgo Bank NA
2016 - 2022 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Florence, AL
Axient Investment Advisors LLc
Jacob Adams is an investment advisor representative at Axient Investment Advisors LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at StoneX Securities Inc and Cambridge Investment Research, Inc. Adams is also involved with Eagle Creek Wealth Management as a financial advisor. Axient Investment Advisors LLC is an SEC-registered firm providing discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, retirement plans, institutions, and other entities. The firm offers proprietary equity-focused model portfolios and third-party money manager programs, along with ERISA consulting and educational seminars.
Series 66
Florence, AL
Axient Investment Advisors LLc
Allen Wall is a financial advisor at Axient Investment Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at StoneX Advisors Inc. and StoneX Securities Inc. Wall serves on the Finance Committee Board of First United Methodist Church in Florence, AL. Axient Investment Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, retirement plans, institutions, and other entities. The firm offers multiple implementation options including proprietary equity-focused model portfolios and third-party money manager programs, and provides ERISA consulting, educational seminars, and affiliated insurance services.
Series 65, Series 66
Florence, AL
AlphaStar Capital Management
James Boggus is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked at AlphaStar and United Benefits Wealth Management since 2024. In addition to his advisory roles, he is involved with United Benefits Insurance, a non-investment related business. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and specialized subadvisory services, utilizing both model portfolios and custom strategies based on quantitative analysis and third-party research.
Series 65
Florence, AL
AlphaStar Capital Management
Jordan Hunter is a financial advisor at AlphaStar Capital Management with one year of industry experience. He holds a Series 65 designation and has worked in both investment advisory and insurance roles, including as a Benefits & Retirement Specialist at United Benefits Insurance. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm employs a combination of strategic asset allocation and quantitative tactical approaches, offering both model and custom portfolio strategies.
Series 65
Florence, AL
AlphaStar Capital Management
Brantley Claunch is a financial advisor at AlphaStar Capital Management with two years of industry experience. He holds a Series 65 designation and has previously worked at Bank Independent and United Benefits Insurance. Outside of his advisory role, Claunch is involved in small business ventures including co-ownership of The Locals Ice, LLC, which operates vending machines, and The Locals AL's, LLC, focused on property renovation and flipping. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base that includes individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and subadvisory services, utilizing strategic asset allocation combined with quantitative and momentum-based analysis.
ChFC®, Series 63
Florence, AL
Eagle Strategies (NY Life)
Terry Hood Sr. is a financial advisor with Eagle Strategies (NY Life) based in Florence, AL, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. He has been with Eagle Strategies since 2008 and operates Terry Hood Financial Group, LLC, through which he sells New York Life products and brokers non-registered insurance products. Outside of his advisory work, he serves as a pastor-minister at Family Life Church. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, offering a range of programs and collaborating with affiliated insurance and broker-dealer entities as part of the New York Life group.
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