Stephen Akin

Retirement, Investing, Taxes
“As a Registered Investment Advisor, Stephen Akin is independent and objective. He serves clients in a fiduciary capacity that is not presently possible within a traditional commission brokerage format.”

Akin Investment Advisory

Job Title:

Sole Proprietor, CCO


With over 30 years of investing experience Stephen Akin has always wanted to open his own advisory business. On January 4th, 2016 his dream came true! He offers truly unbiased advice for his client "your success is my only interest".

As a boy in Houston, Texas Stephen enjoyed boating and fishing with his family on Galveston Bay. By the late 1970's he held a US Coast Guard Captains License and then a Merchant Marine Masters Certificate in the early 1980's where he worked for Seal Fleet, Inc. and Hornbeck Offshore, inc. 

Stephen entered the investment world with the passing of his NASD Series 7 & 63 exams in 1984 and worked with Paine Webber, Inc. and Dean Witter Reynolds, Inc. He passed the FINRA Series 65 exam August 2015.

Assets Under Management:

$1 million

Fee Structure:


CRD Number:


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    Social Security, Disability Insurance
How do I apply for disability benefits?

Social Security is the government orginazition responsible for the managemnt and administration of disability benefits. The web address is:

In addition to the government be sure to check with your employer regarding any insurance coverage they may also have had on your behalf. Both Short and Long Term benefits

may be available from some of there coverage. Personal insurance policies are something else to review there may be coverage as part of an older existing policy that's been overlooked.

Another thing to consider is if your disability is the result of a work related accident, an automobile accident or a situation where a third party may be held liable you may want to seek legal

counsel. Most legal professionals will offer a free consultation to help you determine if there's any course of action that may be available to you.



October 2018
    Financial Planning, Investing, Real Estate, Stocks
What is the best way to invest a small endowment of less than $100,000 in the least risky way if I want to use the money in three years for house renovation?
October 2018
    Banking, Retirement
Is there a certain balance I should keep in a checking account when my retirement accounts are set?
September 2018