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Timothy Chandler Atkins

IC Advisory Services, Inc.

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About Timothy Chandler Atkins

Timothy Chandler Atkins is an investment advisor representative with IC Advisory Services, Inc. based in Research Triangle Park, North Carolina. Timothy is also registered as an investment advisor representative in California, Connecticut, District of Columbia, Florida, New York, Pennsylvania, South Carolina, and Texas. Timothy has been in the securities industry since 2009. Previously, Timothy was employed by Allstate Financial Services, LLC and AXA Advisors, LLC. Timothy has passed the Series 7, Series 66, and SIE exams. Timothy's areas of specialization include Retirement Planning, College Savings, Estate Planning, Insurance and Financial Planning.

Firm Information

Timothy Atkins is currently registered with IC Advisory Services, Inc.. IC Advisory Services, Inc. is an investment advisory firm headquartered in Bedminster, NJ. The firm manages over $2.14 billion in assets for individuals, corporations, charitable organizations, and pension plans. They offer a variety of services, including financial planning, pension consulting, and portfolio management.
IC Advisory Services, Inc.

1420 ROUTE 206 NORTH

BEDMINSTER, NJ 07921

$2.14B

Assets Under Management

290

Total Clients

195

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Timothy Atkins’s Registration & Firm History

NC

04/18/2019 - Present

IC Advisory Services, Inc. (RESEARCH TRIANGLE PARK NC)

NC

06/13/2011 - 12/04/2013

ALLSTATE FINANCIAL SERVICES, LLC (CHAPEL HILL NC)

NC

01/01/2009 - 05/25/2011

AXA ADVISORS, LLC (RESEARCH TRIANGLE PARK NC)

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Licenses & Designations

BOTH

Issued 02/06/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/31/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Timothy Chandler Atkins.
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