Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Atkins is a financial advisor in DALLAS, TX, who has been in the industry since July 9, 1995. He is a registered representative of Advisor Resource Council and has been with them since June 2012. Advisor Resource Council provides investment advisory services, financial planning, and selection of other advisors to a wide range of clients, including individuals, high-net-worth individuals, charitable organizations, and pension plans. Thomas Atkins is also a Certified Financial Planner.
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.
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.
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2
TX
06/18/2012 - Present
Advisor Resource Council (DALLAS TX)
CO
03/15/2005 - 06/09/2009
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CT
08/24/2004 - 03/02/2005
ING FUNDS DISTRIBUTOR, LLC (WINDSOR CT)
NJ
06/06/2001 - 09/14/2004
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
TX
12/02/1999 - 08/15/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
AL
06/28/1999 - 12/07/1999
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
TX
08/08/1994 - 05/28/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 10/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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