Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Atkinson

Avantax Investment Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Atkinson

Michael Atkinson is a financial professional with over 20 years of experience in the industry. Michael is currently registered with Avantax Investment Services, Inc. Previously, Michael was affiliated with Cetera Financial Specialists LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC, Cetera Advisors LLC, FIRST ALLIED SECURITIES, INC., SUMMIT BROKERAGE SERVICES, INC., GIRARD SECURITIES, INC., LEGEND EQUITIES CORPORATION, INVESTORS CAPITAL CORP., VSR FINANCIAL SERVICES, INC., and ING FINANCIAL PARTNERS, INC.. Michael holds the Series 24 General Securities Principal Examination and the SIE Securities Industry Essentials Examination licenses.

Firm Information

Michael Atkinson is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Atkinson’s Registration & Firm History

GA

07/01/2024 - Present

Avantax Investment Services, Inc. (ATLANTA GA)

CA

03/14/2016 - 09/08/2022

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

FL

03/14/2016 - 12/03/2019

SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)

CA

03/14/2016 - 11/01/2017

GIRARD SECURITIES, INC. (SAN DIEGO CA)

FL

03/14/2016 - 12/27/2016

LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)

MA

03/14/2016 - 11/09/2016

INVESTORS CAPITAL CORP. (LYNNFIELD MA)

KS

03/14/2016 - 11/09/2016

VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)

GA

05/12/2004 - 02/01/2010

ING FINANCIAL PARTNERS, INC. (ATLANTA GA)

GA

04/03/2002 - 01/01/2004

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

Not sure if Michael Atkinson is right for you?

Licenses & Designations

BC

Issued 04/02/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Atkinson. Review regulatory record here.
Not sure if Michael Atkinson is right for you?