Joseph Atkisson, financial advisor Springfield MO

Joseph Atkisson

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Joseph Atkisson
Phone Number: 402-399-9111
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    39,299
    MILLIONS
  • Total Number of Accounts
    217,546
    ACCOUNTS
  • Average Account Value
    $180,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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