Laurie AtkinsCRD Number: 5726159
Current Firm: Alliancebernstein LP
Laurie Atkins (CRD# 5726159) is an Investment Advisor Representative working at Alliancebernstein LP in Nashville, TN and has over 13 years of experience in the finance industry.
Cypress Capital, LLC
Ameriprise Financial Services, LLC
Raymond James Financial Services Advisors, Inc.
|Sanford C. Bernstein & Company, LLC||Nashville, TN||Dec 2020 - Current||2|
|Jpmorgan Chase Bank Na||Nashville, TN||Sep 2018 - Nov 2020||2|
|Jpmorgan Securities LLC||Nashville, TN||Sep 2018 - Nov 2020||2|
|Jp Morgan Securities LLC||Chicago, IL||Jan 2015 - Sep 2018||3|
|J.p. Morgan Securities LLC||Chicago, IL||Oct 2012 - Sep 2018||5|
|Jp Morgan Securities LLC||Chicago, IL||May 2014 - Dec 2014||< 1|
|Jp Morgan Securities LLC||Chicago, IL||Aug 2011 - Apr 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2009|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management582,388MILLIONS
Total Number of Accounts58,634ACCOUNTS
Average Account Value$9,932,599
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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