Stephen Akin

Registered Investment Advisor at Akin Investments and 2 other organizations
On the record

FINRA Series 65 Registered Investment Advisor. Independent, fiduciary advice with over 35 years of investing experience.

Recent Quotes
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  • Expert: Be cautious before choosing financial adviser | By ADAM BENSON
    “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?

    30 September 2019
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  • Akin Investments
    Registered Investment Advisor
    started Jan 2016
  • Morgan Stanley
    Registered Representative
    Nov 1987 – Dec 2015
  • UBS Financial Services Inc.
    Registered Representative
    Sep 1985 – Nov 1987