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Stephen A

Series 65

Charleston, SC

Akin Investments, L.L.C.

Stephen Akin is the principal of Akin Investments, L.L.C. in Charleston, SC, holding a Series 65 designation with 10 years of industry experience. He previously operated Akin Investment Advisory from 2015 to 2019 before founding his current firm. Akin Investments provides investment advisory and financial planning services primarily to institutional clients such as pension and employee benefit plans, corporations, and foundations, while also serving select individual, trust, and IRA accounts. The firm emphasizes asset allocation, fundamental and technical analysis, and mutual fund/ETF selection, delivering advice on a non-discretionary, fee-for-service basis without taking custody of client funds.

General retirement planning Income planning General tax planning Wealth management
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