Our Fiduciary Duty as your Registered Investment Advisor
Receive Only One Source of Revenue: Client Fees
Remain Independent from any Bank, Broker Dealer, Insurance or Custodian
Do Not Create Products to Sell or Price Any Public Securities
Measure Client Performance Returns Using Independent Third Parties
Embrace the Legal Fiduciary Obligation to Place Clients’ Interests First
Do Not Accept Commissions
Provide Transparency on Portfolios and Investments
Deliver Comprehensive Financial Planning
Do Not Physically Hold or Possess Any Client Assets, Securities, or Money
Please Note:
Candidates must be able to pass a thorough background check. FINRA, the Financial Services Regulatory Authority requires all Investment Advisors who wish to license individuals to file a U4 UNIFORM APPLICATION FOR SECURITIES INDUSTRY REGISTRATION OR TRANSFER form to become an investment advisor representative.
Akin Investments, Ilc is a FINRA CRD access organization.
We may be found on the BrokerCheck system ID#281450.
Reimbursement for Military Veterans:
Veterans who qualify for the Gl Bill may be able to receive reimbursement for the cost of taking the FINRA SIE or Series 65. To learn more, visit the U.S. Department of Veterans Affairs webpage overview of eligible licensing and certification tests.