James Atkinson
James Atkinson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in New Albany, OH, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6530 West Campus Oval, Suite 110, New Albany, OH, 43054
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
James is an owner of Columbus Capital, which supports the Raymond James independent channel, and spends minimal time on it. He is also an independent agent for Cincinnati Life Insurance and owns rental real estate, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations28 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.