Joseph AtkissonCRD Number: 6751273
Current Firm: Securities America Advisors, Inc.
Joseph Atkisson (CRD# 6751273) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Springfield, MO and has over 2 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Pension Consultants Inc.
|Securities America, Inc.||Springfield, MO||Feb 2021 - Current||< 1|
|Securities America Advisors||Springfield, MO||Feb 2021 - Current||< 1|
|Thrivent Financial||Appleton, WI||Jul 2019 - Feb 2021||1|
|Thrivent Investment Management Inc.||Springfield, MO||Mar 2019 - Feb 2021||1|
|Thrivent Financial||Appleton, WI||Mar 2019 - Jul 2019||< 1|
|Central Bank Of The Ozarks||Springfield, MO||Jun 2018 - Mar 2019||< 1|
|Jamie Hathcock Auto Group||Springfield, MO||Apr 2018 - Jun 2018||< 1|
|Unemployed||Springfield, MO||Dec 2017 - Apr 2018||< 1|
|Lighthouse Wealth Advisors Of Charleston||Charleston, SC||Feb 2017 - Nov 2017||< 1|
|Csi Inc.||Charlestons, SC||Nov 2016 - Mar 2017||< 1|
|C.h. Robinson Worldwide||Springfield, MO||Aug 2015 - Oct 2016||1|
|Universitat Abit Oliba||Barcelona,||Jan 2015 - Jul 2015||< 1|
|University Of Missouri St. Louis||St. Louis, MO||Aug 2010 - Dec 2014||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management39,299MILLIONS
Total Number of Accounts217,546ACCOUNTS
Average Account Value$180,647
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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