Akin Investments, LLC Annual Update to its firm brochure ADV Part 2 A & B
Akin Investments, llc is a state regulated investment adviser. The firm is registered for business in South Carolina and Mississippi. Clients and perspective clients may review the annual updates of our firm brochure via the link below.
Akin Investments, LLC Annual Update of our Firm Brochure
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Registered Investment Advisors
Registered Investment Advisors, on the other hand, are fiduciaries, meaning your interests always come first. You will have a continuing relationship with your RIA. An RIA must register with the SEC or state securities regulator, depending upon the assets under management.
Financial Planners help individuals and corporations meet their short-and long- term financial goals. Services include asset allocation, estate planning, tax planning, retirement and more.
There are several methods by which you might pay an investment advisor, including a fixed fee, an hourly fee, or a percentage of the value of your assets they are managing.
Begin with a search of the firm and it's representatives with FINRA's BrokerCheck!
About BrokerCheck
BrokerCheck is a free tool from FINRA that can help you research the professional backgrounds of investment professionals, brokerage firms and investment adviser firms.
Firm Profile: Akin Investments, llc CRD# 281450
Individuale Profile: Stephen Herbert Akin CRD# 1104380
39 Years in the business
Where BrokerCheck Information Comes From
Both brokerage firms and individuals must be registered with FINRA to conduct securities transactions and business with the investing public. Individuals might also be required to meet state registration requirements. Additionally, firms must meet certain membership standards to attain registration.
The information about brokerage firms and associated registered investment professionals that you find in BrokerCheck comes from the Central Registration Depository (CRD®), which is the securities industry online registration and licensing database. Information in CRD is obtained through forms that investment professionals, brokerage firms and regulators complete as part of the securities industry registration process.
The information about investment adviser firms and representatives comes from the Securities and Exchange Commission's Investment Adviser Registration Depository (IARD) database.
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