Unclaimed
Timothy Atkinson is a registered investment advisor with TFG Advisors. Timothy has been in the financial services industry since 1994. Timothy is a Series 7, Series 63, and Series 65 licensed advisor. Timothy's experience includes working for OLDE Discount Corporation and Life Plan Financial Advisory Group, LLC. Timothy's firm, TFG Advisors, specializes in providing financial planning and portfolio management services to individuals, charitable organizations, and pension and profit-sharing plans. TFG Advisors is based in Auburn Hills, Michigan.
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.
Personalized portfolio management to meet individual financial objectives.
Financial life planning
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.
A percentage of the total value of assets under management is charged.
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2
MI
09/29/2017 - Present
TFG Advisors (AUBURN HILLS MI)
NA
05/06/1996 - 07/08/1996
OLDE DISCOUNT CORPORATION
MI
02/02/1994 - 07/08/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 05/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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