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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas William Atkinson is a financial advisor in Oxford, MS. Douglas is a Registered Representative (RR) and Investment Advisor Representative (IAR) at Cambridge Investment Research Advisors, Inc. Douglas's firm has offices in Oxford, MS and has been in business for 12 years. Douglas has been in the securities industry for 30 years and has worked at multiple firms prior to joining Cambridge Investment Research Advisors, Inc. Douglas William Atkinson works with individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MS
01/16/2019 - Present
Cambridge Investment Research Advisors, Inc. (Oxford MS)
MS
05/13/2016 - 06/27/2016
SIGNATOR INVESTORS, INC. (OXFORD MS)
MS
10/02/2003 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (OXFORD MS)
TN
06/27/1996 - 09/25/2003
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
07/08/1993 - 11/10/1995
NBC CAPITAL MARKETS GROUP, INC. (MEMPHIS TN)
IA
Issued 12/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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