Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Allen Atkinson is an investment advisor representative with Avidian Wealth Solutions. James is a seasoned professional with extensive experience in the financial services industry. James holds the Series 7, 24 and 66 licenses. James has been active in the industry since 1993 and has worked with Fidelity Brokerage Services LLC, Midamerica Financial Services, Inc. and Charles Schwab & Co., Inc. James's previous roles have included working as a Registered Representative and General Securities Principal. James is dedicated to providing personalized investment advice and financial planning strategies that help individuals and families achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Mgmt of pooled investment vehicles
1
2
TX
03/05/2019 - Present
Avidian Wealth Solutions (HOUSTON TX)
TX
11/25/2013 - 01/04/2019
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
01/06/2009 - 10/28/2013
MIDAMERICA FINANCIAL SERVICES, INC. (NEW BRAUNFELS TX)
TX
06/30/2000 - 09/04/2007
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
09/24/1999 - 05/24/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
09/27/1994 - 10/09/1998
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
MI
01/07/1994 - 09/20/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
05/13/1993 - 12/22/1993
DICKINSON & CO. (DES MOINES IA)
BOTH
Issued 02/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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