EA
EA

Elizabeth Akin

28 Years of Experience
Lexington, KY
Broker

Elizabeth Akin is a registered investment advisor at Raymond James & Associates, INC., based in Lexington, KY, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

489 East Main, Lexington, KY, 40507

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
August 2025 - Present · 9 mos
Raymond James & Associates, INC.Broker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Wells Fargo Advisors
January 2008 - March 2025 · 17 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - March 2025 · 17 yrs 2 mos
A. G. Edwards & Sons, INC.
October 2003 - January 2008 · 4 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
September 1998 - January 2008 · 9 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
July 1998 - July 1998 · 0 mos
J.C. Bradford & CO.Broker
March 1995 - August 1996 · 1 yr 5 mos
State Registrations1 state
KY
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.