DA
CFP · ChFC
DA
CFP · ChFC
Donald Atkins is a CFP, ChFC-designated registered investment advisor, based in Charleston, SC, with 29 years of industry experience.
Location
925 Wappoo Road, Suite B, Charleston, SC, 29407
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2018Denied
Other Business ActivitiesSells Insurance
Donald is the president of Kyle Atkins Financial Group, providing financial planning, life, annuity, and long-term care insurance, dedicating about half his time to this. He also owns rental property and manages qualified plans, spending a few hours per week on each, and holds power of attorney for his spouse.
Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
March 1999 - February 2025 · 25 yrs 11 mos
Concourse Financial Group Securities, INC.Broker
January 1997 - February 2025 · 28 yrs 1 mo
State Registrations22 states
ALAZCACOCTFLGAINKYMAMDMIMSNCNJNYOHPASCTNTXVA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.