Kevin B. Atkinson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kevin Bruce Atkinson was a registered financial professional .
Kevin is a previously registered financial professional and started their career in finance in 2005. Kevin had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 18, 2014 - April 5, 2016
FRONTIER SOLUTIONS, LLC
January 25, 2012 - October 9, 2012
WFG INVESTMENTS, INC.
January 10, 2012 - October 9, 2012
WFG ADVISORS, LP
October 13, 2010 - December 31, 2011
WFG INVESTMENTS, INC.
October 11, 2010 - December 31, 2011
WFG ADVISORS, LP
June 30, 2009 - October 8, 2010
WFG INVESTMENTS, INC.
June 27, 2006 - June 30, 2009
AMERICAN SECURITIES GROUP, INC.
March 31, 2006 - October 7, 2010
KEEL POINT ADVISORS, LLC
July 21, 2005 - March 31, 2006
PRIVATE CONSULTING GROUP, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FRONTIER SOLUTIONS, LLC
CRD#: 136102 / SEC#: , 8-66972
Contact information
FINRA licenses (47 States and Territories)
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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