Brian Atkins (CRD# 6100366) is an Investment Advisor Representative working at Significant Wealth Partners LLC in Cary, IL and has over 10 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 5648094
Highpoint Planning Partners
CRD# 1955854
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Builder Funds LLC | Cary, IL | Dec 2023 - Current | < 1 |
| Significant Wealth Partners LLC | Cary, IL | Jan 2018 - Current | 6 |
| Atkins & Associates | Cary, IL | Dec 2007 - Current | 16 |
| Kingsview Asset Managment | Cary, IL | Feb 2014 - Nov 2017 | 3 |
| Essence Capital | Cary, IL | Nov 2007 - Jan 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- FL
- IL
-
Total Assets Under Management210MILLIONS
-
Total Number of Accounts439ACCOUNTS
-
Average Account Value$478,360
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, IL
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