David Akerson

Senior Investment Advisor at REDW Wealth LLC - N/A, NE, US

David Akerson's Colleagues at REDW Wealth LLC
Daniel Yu

Chief Investment Officer

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Bernadine Sanchez

Operations Manager & Investment Analyst

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Samantha Weiss

Santa Fe Metropolitan Area - Executive Administrator

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Robert Cfp

Senior Investment Manager

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David Akerson's Contact Details
HQ
N/A
Location
Albuquerque,New Mexico,United States
Company
REDW Wealth LLC
David Akerson's Company Details
REDW Wealth LLC logo, REDW Wealth LLC contact details

REDW Wealth LLC

N/A, NE, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

REDW Wealth LLC is an SEC registered investment advisory firm, started in 1997.We assist clients in wealth and asset management, investment advice and other financial planning and estate planning needs. We are "fee only advisors" which means we only receive fees directly from our clients for our investment advice, and do not receive commissions or any other compensation for investment products.Our investment process combines asset allocation and sector analysis to build properly diversified portfolios, each designed to meet the specific financial goals and needs of our clients.

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Details about REDW Wealth LLC
Frequently Asked Questions about David Akerson
David Akerson currently works for REDW Wealth LLC.
David Akerson's role at REDW Wealth LLC is Senior Investment Advisor.
David Akerson's email address is ***@redw.com. To view David Akerson's full email address, please signup to ConnectPlex.
David Akerson works in the Investment Management industry.
David Akerson's colleagues at REDW Wealth LLC are Daniel Yu, Bernadine Sanchez, Robert Latimer, Paul Madrid, Samantha Weiss, Robert Cfp, Robert Papelian and others.
David Akerson's phone number is N/A
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