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Monica Rosalind Akbar

E6 PORTFOLIOS·MIDVALE, Utah
SIE, Series 7TO, Series 24, Series 63, Series 99TOClean recordE6 PORTFOLIOS
EVERSPIRE PLAZA, 6900 S. 900 E., MIDVALE, UT 84047CRD# 6262432Firm CRD# 326617

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Monica Rosalind Akbar · MIDVALE, UT
Registration
CRD #6262432 · E6 PORTFOLIOS
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 24
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
E6 PORTFOLIOS
CRD 326617 · SEC 801-128335
AUM
$120M
Regulatory assets under management
Employees
4
971 client accounts
Services offered by E6 PORTFOLIOS
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at E6 PORTFOLIOS →
Introduction

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Frequently Asked Questions

What services does Monica Rosalind Akbar offer?
Monica Rosalind Akbar specializes in Investment Management. Contact their office in MIDVALE, Utah for a consultation.
What are Monica Rosalind Akbar's credentials?
Monica Rosalind Akbar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Monica Rosalind Akbar located?
Monica Rosalind Akbar is based in MIDVALE, Utah, working with E6 PORTFOLIOS. Their office serves clients in the MIDVALE metropolitan area and surrounding communities.
How does Monica Rosalind Akbar charge for services?
Monica Rosalind Akbar's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is E6 PORTFOLIOS?
E6 PORTFOLIOS has approximately 4 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at E6 PORTFOLIOS

Jason Howard Lindquist
MIDVALE, UT
Joshua Paul Edward Dale Ray Jones
MIDVALE, UT
CFP
Roy Russell Jones
MIDVALE, UT
CFP

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Research
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