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Mark Agard Atkinson

Cambridge Investment Research, Inc.

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About Mark Agard Atkinson

Mark Atkinson is a financial advisor at Cambridge Investment Research, Inc. Mark has been in the financial services industry since 2012 and has a Series 6, Series 63, and Series 6TO. Mark has previously worked at VOYA FINANCIAL ADVISORS, INC. and TRANSAMERICA FINANCIAL ADVISORS, INC. Mark is currently registered with FINRA and Cambridge Investment Research, Inc.

Firm Information

Mark Atkinson is currently registered with Cambridge Investment Research, Inc.. Cambridge Investment Research, Inc. is a corporation formed in October 1995. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

658

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Mark Atkinson’s Registration & Firm History

MS

06/11/2021 - Present

Cambridge Investment Research, Inc. (Oxford MS)

TN

11/12/2014 - 12/31/2015

VOYA FINANCIAL ADVISORS, INC. (Cordova TN)

MS

10/05/2012 - 10/30/2014

TRANSAMERICA FINANCIAL ADVISORS, INC (OXFORD MS)

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Licenses & Designations

BC

Issued 08/19/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/11/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/13/2021

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Agard Atkinson.
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