Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
20yrs
Amanda Akin
Financial advisor at Merrill
Amanda Akin is a fiduciary financial advisor in Newport Beach, California, with 20 years in the industry. After three years at Banc of America Investment Services, Amanda joined Merrill in 2009, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 1843 advisors with offices in Newport Beach, and one of 1660 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 64% of advisors at Merrill
Office520 Newport Center Dr, Newport Beach, CA 92660
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowMerrillCurrent firm
- 2006 – 2009Banc of America Investment Services, Inc.Previously
Contact Amanda
(800) 637-7455Firm headquarters in New York, NY. Ask for Amanda. 520 Newport Center DrNewport Beach, CA 92660Office · Get directions
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Questions to ask Amanda
Tailored to Amanda’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Amanda
How do I contact Amanda?
Call Merrill at (800) 637-7455 and ask for Amanda Akin. Amanda works from the Newport Beach, CA office.
How long has Amanda been a financial advisor?
Amanda has been in the industry since 2006, about 20 years. More experience than 64% of advisors at Merrill.
What licenses does Amanda hold?
Series 66. Tap any license on this page to see what it allows.
Is Amanda a fiduciary?
Amanda is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Amanda paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Amanda for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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