FINRA Series 65 Registered Investment Advisor. Independent, fiduciary advice with over 35 years of investing experience.
Expert: Be cautious before choosing financial adviser | By ADAM BENSON email@example.com
“One of the first things a potential investor should consider is FINRA’s BrokerCheck. They do an excellent job in vetting everyone’s personal and professional background.
It’s a free service and it’s a quick and easy way to begin verifying both a firm and/or an individual that they may be considering a relationship with,” said Stephen Akin
“I have my business set up to where I don’t take custody of any cash and/or securities, and I don’t have access to withdraw any kind of fees from a customer’s account,”
Akin said. “I receive my fees separately. I provide completely independent, unbiased information, planning, research and portfolio management for my clients.” It’s one
of the most significant decisions a person can make: Who can I trust to monitor my investments?