Steven Atkinson is a registered investment advisor, based in Austin, TX, with 27 years of industry experience.
Location
6300 Bee Cave Road, Building One, Austin, TX, 78746
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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.
Learn about disclosures →Employment History
Current Registrations
Dfa Securities LLC
August 2025 - Present · 9 mos
Dimensional Fund Advisors LP
August 2025 - Present · 9 mos
Dfa Securities LLCBroker
August 2025 - Present · 9 mos
Previous Registrations
American Century Investment Services INC.Broker
February 2025 - July 2025 · 5 mos
Buckingham Strategic Partners, LLC
December 2018 - October 2023 · 4 yrs 10 mos
Foreside Financial Services, LLCBroker
October 2018 - October 2023 · 5 yrs
Lwi Financial INC.
August 2005 - December 2018 · 13 yrs 4 mos
Loring Ward Securities INC.Broker
August 2005 - October 2018 · 13 yrs 2 mos
Aquarius Fund Distributors, LLCBroker
October 2003 - June 2005 · 1 yr 8 mos
Cls Investment Firm, LLC
April 2000 - August 2005 · 5 yrs 4 mos
Orbitex Funds Distributor, INC.Broker
August 1997 - November 2003 · 6 yrs 3 mos
State Registrations49 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.