Akshay Gupta

About Akshay Gupta

My mission is to positively affect the lives of the people I am in contact with whether it be through a smile, a wave, or guiding people to help achieve their financial goals and dreams. I love learning about people and their stories. I believe that the best way to help yourself is to first help other people.When I am not in the office I enjoy being outdoors, playing basketball, traveling, mountain biking, and photography. Feel free to reach out with any questions regarding business, hobbies, or simply life.AXR Investments is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Experience

1. Wealth Advisor

   LPL Financial

   Jun 2024 — Present · Austin, TX, US

   I embarked on a transformative journey of entrepreneurship by founding AXR Investments within LPL Financial, building upon my invaluable five-year tenure at Merrill Lynch. With a steadfast commitment to empowering individuals in achieving their financial goals, AXR Investments distinguishes itself through a specialized focus on Alternative Investments and innovative financial products aimed at optimizing clients\' net worth.This venture represents a culmination of my deep-seated passion for finance and my unwavering dedication to providing tailored solutions that transcend conventional investment strategies. At AXR Investments, we leverage cutting-edge insights and a nuanced understanding of market dynamics to curate bespoke investment portfolios that align seamlessly with our clients\' unique objectives and risk profiles.By staying at the forefront of industry trends and fostering collaborative partnerships within the business community, we seek to deliver unparalleled value and foster long-term financial prosperity for our clients. Our unwavering commitment to excellence, coupled with a relentless pursuit of innovation, positions AXR Investments as a partner in navigating the complexities of the financial landscape and unlocking new avenues for wealth accumulation and preservation.

Education

• Mississippi State University

  Bachelor's Degree, Chemical Engineering

  2007 — 2011

• Esade

  Masters of Business Administration, MBA

  2014 — 2015

Skills

• Autocad
• Process Engineering
• Product Management
• Chemical Engineering
• Engineering
• Team Leadership
• Project Management
• Financial Services
• Microsoft Office
• Product Design
• Financial Analysis
• Leadership
• Management
• Strategy
• Product Development
• Analysis
• Finance
• Entrepreneurship
• Foreign Exchange
• Market Research
• Project Planning
• Business Development
• Marketing Strategy
• Business Strategy
• Strategic Planning