William Atkinson is a registered investment advisor, based in Midlothian, VA, with 2 years of industry experience.
Location
130 Wylderose Dr, Midlothian, VA, 23113
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
William is an agent/broker for VAM Fixed Insurance, selling fixed insurance products, and a financial advisor for Virginia Asset Management. Selling insurance takes a few hours per week, while his financial advisor role is a full-time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations13 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.