Stephen Akin, financial advisor Charleston SC

Stephen Akin

CRD Number: 1104380
Current Firm: Akin Investments, LLC

Stephen Akin (CRD# 1104380) is an Investment Advisor Representative working at Akin Investments, LLC in Charleston, SC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Akin Investments Jackson, MS Jun 2019 - Current 4
Akin Investment Advisory Greenwood, SC Aug 2015 - Jun 2019 3
Social Security Greenwood, SC Dec 2014 - Aug 2015 < 1
Dean Witter Reynolds, Inc. Orange, CA Nov 1987 - Dec 2014 27
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Stephen H. Akin
Phone Number: 843-822-4789
Registered State(s):
  • MS
  • SC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

MS, SC

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