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Stephen Herbert Akin

Akin Investments, LLC

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About Stephen Herbert Akin

Stephen Herbert Akin is an Investment Advisor Representative associated with Akin Investments, LLC. Stephen has been in the securities industry since August 2015. Akin Investments, LLC has a total of 5 clients. The firm's main office is located in Charleston, SC. Stephen has passed the Series 65 exam and is registered with the state of Mississippi and South Carolina. Stephen Akin has a range of experience, including advisory services related to portfolio management for individuals and businesses, as well as financial planning and pension consulting.

Firm Information

Stephen Akin is currently registered with Akin Investments, LLC. Akin Investments, LLC is an investment advisory firm offering financial planning, pension consulting, and portfolio management services for individuals and businesses. They specialize in providing customized investment strategies tailored to meet each client's unique needs and goals.

Not reported

Assets Under Management

5

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephen Akin’s Registration & Firm History

SC

01/04/2016 - Present

Akin Investments, LLC (CHARLESTON SC)

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Licenses & Designations

IA

Issued 08/19/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Herbert Akin.
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