James AtkinsCRD Number: 6123257
Current Firm: Sterling Capital Management LLC
James Atkins (CRD# 6123257) is an Investment Advisor Representative working at Sterling Capital Management LLC in Charlotte, NC and has over 4 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Sterling Capital Distributors, LLC||Raleigh, NC||Jan 2016 - Current||2|
|Sterling Capital Management LLC||Raleigh, NC||Dec 2015 - Current||2|
|Wells Fargo Advisors, LLC||Charlotte, NC||May 2014 - Dec 2015||1|
|Bank Of America, N.a.||Jacksonville, FL||Aug 2013 - May 2014||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Jul 2013 - May 2014||< 1|
|Unemployed||Nashville, TN||Feb 2013 - Jul 2013||< 1|
|Jackson National Life Distributors LLC||Franklin, TN||Sep 2012 - Feb 2013||< 1|
|Brinkmanns Wine And Spirits||Franklin, TN||May 2012 - Sep 2012||< 1|
|Cross Management||Brentwood, TN||Apr 2011 - Sep 2012||1|
|Middle Tennessee State University||Murfreesboro, TN||Aug 2010 - May 2012||1|
|Ajax Turner Company||Nashville, TN||May 2006 - Jul 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management51,603MILLIONS
Total Number of Accounts3,851ACCOUNTS
Average Account Value$13,399,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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