Karen Atkinson, financial advisor Valrico FL
71 score

Karen Atkinson

CRD Number: 4615285
Current Firm: Nbc Securities, Inc.

Karen Atkinson (CRD# 4615285) is an Investment Advisor Representative working at Nbc Securities, Inc. in Valrico, FL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Valrico State Bank Valrico, FL Nov 2009 - Current 7
Infinex Investments, Inc. Valrico, FL Nov 2009 - Mar 2011 1
Suntrust Securities Brandon, FL Feb 2000 - Oct 2009 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Karen L. Atkinson
Phone Number: 800-521-9390
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    992
    MILLIONS
  • Total Number of Accounts
    3,202
    ACCOUNTS
  • Average Account Value
    $309,806
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
71

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