Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Atkins is a registered investment advisor in California, Colorado, Florida, Maryland, New Jersey, and New York. William is a financial advisor with Alden Capital, which manages approximately $657 million in assets under management. William is also registered with Alden Investment Group. William specializes in Retirement Plan advisory services and works with both individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services
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.
1
2
MD
11/10/2021 - Present
Alden Capital (Annapolis MD)
PA
05/08/2018 - 10/11/2021
HORNOR, TOWNSEND & KENT, LLC (CONSHOHOCKEN PA)
MD
05/18/2016 - 02/08/2018
MML INVESTORS SERVICES, LLC (Annapolis MD)
MD
10/12/2011 - 05/03/2016
PARK AVENUE SECURITIES LLC (ANNAPOLIS MD)
BOTH
Issued 11/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Atkins is the right advisor for you? Invested Better is here to help.
