Zane
Akin
Grove Point Advisors, LLC
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About this Advisor
Zane Akin is a financial advisor who works in Dover, Pennsylvania with 2 years of relevant experience. Akin works at Grove Point Advisors, LLC. Throughout their career, Akin has worked at School, Baker Financial Group, Beam Roofing, Door Dash, Delval, Vector, Home Goods, H. Beck, Inc, Grove Point Advisors, LLC and Grove Point Investments, LLC. Akin has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania. Grove Point Advisors, LLC is an advisory business based in Rockville, MD. The company has offices in 208 locations and a total of 333 financial advisors. It has $2 billion in assets under management across its 8,355 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 19 charities and foundations. Of its 8,355 client accounts, 18% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice usually vary depending on which services are provided. However, fees charged by Grove Point Advisors, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Grove Point Advisors, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,926,783,604
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
333
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
8,355
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$230,614
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Zane Akin Work History
Zane has been registered as a financial advisor for 2 years.*
Grove Point Advisors, LLC
Grove Point Investments, LLC
Baker Financial Group
Door Dash
H. Beck, Inc
Beam Roofing
Delval
Vector
Home Goods
School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Zane Akin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Grove Point Advisors, LLC
Victor, NY
Rockville, MD
Rockville, MD
Lutherville Timonium, MD
Rockville, MD
Rockville, MD
Paso Robles, CA
Wheaton, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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