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Tony Akin

35 Years of Experience
Huntsville, AL
BrokerSells Insurance

Tony Akin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Huntsville, AL, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

129 N. Washington Street, Huntsville, AL, 35801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Tony is an agent for a non-variable insurance company owned by his wife, providing Medicare and Social Security education and advice, dedicating a few hours per week. He is also a trustee for several family trusts and an independent contractor as a financial advisor, taking about half of Tony's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
February 2007 - Present · 19 yrs 3 mos
Previous Registrations
Raymond James Financial Services
February 2007 - January 2009 · 1 yr 11 mos
Citigroup Global Markets INC.Broker
February 2006 - February 2007 · 1 yr
Citigroup Global Markets INC.
February 2006 - February 2007 · 1 yr
Legg Mason Wood Walker INC
February 2002 - February 2006 · 4 yrs
Legg Mason Wood Walker, IncorporatedBroker
January 2002 - February 2006 · 4 yrs 1 mo
Morgan Keegan & Company, INC.Broker
September 1994 - March 2002 · 7 yrs 6 mos
Prudential Securities IncorporatedBroker
February 1994 - September 1994 · 7 mos
The Robinson-Humphrey Company INC.Broker
December 1990 - February 1994 · 3 yrs 2 mos
State Registrations9 states
ALFLGAILKYNMSCTNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Tony Akin - Financial Advisor | TrueAdvisor