John H. Atkins
Professional summary
John Hunter Atkins is a registered financial professional currently at TCFG WEALTH MANAGEMENT, LLC located in Laguna Niguel, California.
John is registered as a RR (Registered Representative) and started their career in finance in 2008. John has worked at 5 firms and has passed the Series 66, SIE, Series 79 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view John Hunter Atkins's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 10, 2017 - Present
TCFG WEALTH MANAGEMENT, LLC
Office #1: 28202 Cabot Road Suite 305, Laguna Niguel, CA 92677July 21, 2015 - August 16, 2016
LAZARD MIDDLE MARKET LLC
June 11, 2013 - July 14, 2015
ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC
August 6, 2009 - July 14, 2010
MONROE VOS CONSULTING, INC.
November 5, 2008 - July 14, 2010
MV SECURITIES 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
(1/27/2020)
(1/10/2017)
(1/28/2019)
(1/2/2020)
(1/2/2020)
(2/18/2020)
(1/28/2019)
(3/1/2017)
(1/18/2017)
(1/2/2020)
(11/8/2019)
Exams
FINRA
Current Firm
TCFG WEALTH MANAGEMENT, LLC
CRD#: 164153 / SEC#: , 8-69089
Contact information
FINRA licenses (48 States and Territories)
Disclosures
| Civil Event | 1 |
Red Flags
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