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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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
SC
01/04/2016 - Present
Akin Investments, LLC (CHARLESTON SC)
IA
Issued 08/19/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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