Stephen Akin

Retirement, Investing, Taxes
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“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.”
Firm:

Akin Investment Advisory

Job Title:

Sole Proprietor, CCO

Biography:

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:

Fixed
Hourly
Asset-Based

CRD Number:

1104380

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    Banking, Retirement
Is there a certain balance I should keep in a checking account when my retirement accounts are set?

Great question!

As a general rule keeping three months of your monthly expenses 

Should be kept in you checking account. The remainder could be deployed elsewhere depending on your specific situation.

3 weeks ago