Thomas Atkins
Thomas Atkins is a CFP-designated registered investment advisor at Advisor Resource Council, based in Dallas, TX, with 30 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 11,572 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Resource Council offers investment management services with fees based on a percentage of your portfolio. There are two fee schedules:
Wrap Fee Program:
- A flat 2.50% annual fee is charged on all assets under management.
Traditional Asset Management:
- A flat 2.25% annual fee is charged on all assets under management.
Fees are billed quarterly in advance. The firm also offers actively managed investment strategies, including AIQ Asset Allocation Models, AIQ SMA and UMA Strategies, and ARC Innovative Solutions, which are only available in the Wrap Fee Program.
Location
15110 Dallas Parkway, Suite 500, Dallas, TX, 75248
Get directionsHistory
Regulatory History (1)
Criminal
January 1990Other Business Activities
Thomas is involved with several entities related to his LPL business and Advisor Resource Council, spending a significant amount of time on these investment-related activities. He also owns rental properties and works as a bartender at The Colony Wine Bar for about 10-20% of his time.
Employment History
Current Registrations
Advisor Resource Council
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Transamerica Investment Management, LLC
Transamerica Capital, INC.Broker
Ing Funds Distributor, LLCBroker
New York Life Investment Management LLC
Nylife Distributors LLCBroker
H.D. Vest Investment Securities, INC.Broker
Compass Brokerage, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.