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RIA / WealthAdvisorCertified Financial Planner24 years in industry

Timothy Blane Akers

Advisor at MISSION WEALTH MANAGEMENT, LP

Plano, TX

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Search this name across graphsid dfx:ria:afa27bf2-8230-edb7-e34c-fe55b4ee2917

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Apr 6, 2022 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MISSION WEALTH MANAGEMENT, LP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Mar 24, 2022
First registration: Apr 6, 2022
Dual registered: no
Other names: TIMOTHY Blane AKERS|TIMOTHY AKERS
IAPD individual key: 7499762

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MISSION WEALTH MANAGEMENT, LP	Independent wealth	Mar 23, 2026	n/a	yes	Plano, TX	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	May 12, 2023	Mar 19, 2026	no	Irving, TX	Previous registration
RFG WEALTH ADVISORY	Independent wealth	Sep 29, 2022	Mar 1, 2023	no	ARGYLE, TX	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Apr 6, 2022	Sep 19, 2022	no	WESTLAKE, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	MISSION WEALTH MANAGEMENT, LP	Mar 19, 2026	Mar 23, 2026	4	Firm change	Ibd to RIA
RFG WEALTH ADVISORY	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Mar 1, 2023	May 12, 2023	72	Firm change	RIA to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	RFG WEALTH ADVISORY	Sep 19, 2022	Sep 29, 2022	10	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ MISSION WEALTH MANAGEMENT, LPRegistered adviserregistration: current employment
Mar 23, 2026 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
May 12, 2023 to Mar 19, 2026factForm ADV
→ RFG WEALTH ADVISORYRegistered adviserregistration: previous registration
Sep 29, 2022 to Mar 1, 2023factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Apr 6, 2022 to Sep 19, 2022factForm ADV

Dated events

Occurred
Mar 19, 2026
Advisor changed firm
Timothy Blane Akers left Raymond James Financial Services Advisors, Inc for Mission Wealth Management, Lp (registered 2026-03-23)
Form ADVobserved 4 days ago
Occurred
Mar 1, 2023
Advisor changed firm
Timothy Blane Akers left Rfg Wealth Advisory for Raymond James Financial Services Advisors, Inc (registered 2023-05-12)
Form ADVobserved 4 days ago
Occurred
Sep 19, 2022
Advisor changed firm
Timothy Blane Akers left Fidelity Personal And Workplace Advisors for Rfg Wealth Advisory (registered 2022-09-29)
Form ADVobserved 4 days ago