Unclaimed Profile

Stephen Herbert Akin

AKIN, STEPHEN HERBERT·GREENWOOD, South Carolina

Clean recordAKIN, STEPHEN HERBERT

308 FERNCLIFF DRIVE, GREENWOOD, SC 29649CRD# 1104380Firm CRD# 281450

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Herbert Akin · GREENWOOD, SC

Registration

CRD #1104380 · AKIN, STEPHEN HERBERT

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stephen Herbert Akin is a registered financial advisor based in GREENWOOD, South Carolina, affiliated with AKIN, STEPHEN HERBERT. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Stephen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephen is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

AKIN, STEPHEN HERBERT

AKIN INVESTMENT ADVISORY

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at AKIN, STEPHEN HERBERT →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Other advisory services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Fixed fees

Subscription fees

Regulatory

SEC/IARD CRD# 1104380

Firm CRD# 281450

View on FINRA BrokerCheck →

Looking for a financial advisor in GREENWOOD?

Browse all registered financial advisors in GREENWOOD, South Carolina or claim this profile if it's yours.

Browse GREENWOOD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stephen Herbert Akin offer?

Stephen Herbert Akin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENWOOD, South Carolina for a consultation.

What are Stephen Herbert Akin's credentials?

Stephen Herbert Akin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Herbert Akin located?

Stephen Herbert Akin is based in GREENWOOD, South Carolina, working with AKIN, STEPHEN HERBERT. Their office serves clients in the GREENWOOD metropolitan area and surrounding communities.

How does Stephen Herbert Akin charge for services?

Stephen Herbert Akin's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AKIN, STEPHEN HERBERT?

AKIN, STEPHEN HERBERT has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →