KA
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Kent Atkinson

41 Years of Experience
Barrington, IL
Broker

Kent Atkinson is a registered investment advisor at Morgan Stanley, based in Barrington, IL, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

760 West Main Street, Barrington, IL, 60010

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kent is a sole proprietor and owner of a rental property in Crystal Lake, IL, since November 2017. He spends minimal time on upkeep of the property.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
June 2008 - June 2009 · 1 yr
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
January 2007 - April 2007 · 3 mos
Griffin, Kubik, Stephens & Thompson, INC.Broker
April 1988 - January 2007 · 18 yrs 9 mos
D'martine Financial Services, INC.Broker
July 1985 - July 1990 · 5 yrs
Elwyn, Willbert & Haig INC.Broker
May 1984 - June 1985 · 1 yr 1 mo
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kent Atkinson - Financial Advisor | TrueAdvisor