Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Atkins is a financial advisor with LPL Financial LLC. James is registered with FINRA and holds a Series 6, Series 63, Series 26, and SIE. James has 34 years of experience in the financial services industry. James has worked at Metropolitan Life Insurance Company and MetLife Securities Inc. in the past. James is licensed to provide financial services in Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Indiana, Kentucky, Michigan, Nevada, New York, Oklahoma, Tennessee, Texas, Utah, and Washington. James is also an Investment Adviser Representative in Nevada and Texas.
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.
Consulting and other non-discretionary advisory services
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.
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2
NV
11/06/2015 - Present
LPL Financial LLC (LAS VEGAS NV)
NY
05/02/1990 - 03/03/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
04/25/1990 - 03/03/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NA
11/01/1989 - 04/25/1990
UR FINANCIAL, INC.
IA
Issued 01/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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