Gregg AkinCRD Number: 5792629
Current Firm: Avantax Advisory Services
Gregg Akin (CRD# 5792629) is an Investment Advisor Representative working at Avantax Advisory Services in Tarpon Springs, FL and has over 12 years of experience in the finance industry.
Commonwealth Financial Network
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
|Billingham & Akin Financial Services||Tarpon Springs, FL||May 2017 - Current||6|
|Avantax Insurance Agency, LLC||Tarpon Springs, FL||Oct 2011 - Current||11|
|Avantax Advisory Services||Tarpon Springs, FL||Jan 2011 - Current||12|
|Avantax Investment Services, Inc.||Tarpon Springs, FL||Jul 2010 - Current||12|
|Billingham And Associates||Tarpon Springs, FL||May 2010 - Current||13|
|Publix Supermarkets||Palm Harbor, FL||Jun 2017 - Nov 2021||4|
|United Healthcare||Oldsmar, FL||Nov 2012 - Apr 2014||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2010|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management30,968MILLIONS
Total Number of Accounts123,393ACCOUNTS
Average Account Value$250,972
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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