Gregg M Akin
Investment adviser representative at Cetera Investment Advisers LLC
16 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Cetera Wealth Services, LLCSep 2025 to now
- Cetera Investment Advisers LLCJul 2025 to now
- Billingham & Akin Financial ServicesMay 2017 to now
- Billingham and AssociatesMay 2010 to now
- Avantax Insurance Agency And/or Avantax Insurance ServicesNov 2023 to Sep 2025
- Publix SupermarketsJun 2017 to Nov 2021
- Avantax Insurance Agency, LLCOct 2011 to Sep 2025
- Avantax Advisory ServicesJan 2011 to Sep 2025
- Avantax Investment Services, Inc.Jul 2010 to Sep 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5792629
- Firm CRD
- 105644