Ilana
Atkins

Lpl Financial LLC

CRD#7301250
Investment Advisor
in Las Vegas, NV

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About this Advisor

Ilana Atkins is a financial advisor based in Las Vegas, Nevada, working with Lpl Financial LLC. Ilana has previously held positions at Atkins Financial Solutions, The Great American Melodrama, Networks Productions, Pcpa, Freelance Musician, Legacy Players, Wilmette Parks And Recreation, Texas State University, and Lpl Financial LLC. Ilana has passed the Series 66 regulatory exam and is registered to provide services in Nevada. Currently, Ilana is part of Lpl Financial LLC, which operates out of Las Vegas, Nevada. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

7465 W Lake Mead Blvd, Ste 100
Las Vegas, NV 89128

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

NV Average: $646,059,043
Total Number of Employees

35,841

NV Average: 13
Total Number of Accounts

1,910,545

NV Average: 661
Average Account Size

$242,588

NV Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Ilana Atkins Work History

2021 - Present (3 years)

Lpl Financial LLC

2020 - 2021 (1 year)

Atkins Financial Solutions

2020 - 2020 (< 1 year)

The Great American Melodrama

2020 - 2020 (< 1 year)

Unemployed Due To Covid

2020 - 2021 (1 year)

Lpl Financial LLC

2019 - 2020 (1 year)

Networks Productions

2019 - 2019 (< 1 year)

Pcpa

2018 - 2019 (1 year)

Freelance Musician

2018 - 2018 (< 1 year)

Legacy Players

2017 - 2018 (1 year)

The Great American Melodrama

2017 - 2017 (< 1 year)

Wilmette Parks And Recreation

2016 - 2017 (1 year)

The Great American Melodrama

2016 - 2016 (< 1 year)

Wilmette Parks And Recreation

2015 - 2016 (1 year)

Texas State University

2013 - 2015 (2 years)

Freelance Musician

Disclosures

Please visit the SEC profile of Ilana Atkins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Nicole Wilson
Glen Arm, MD
Meghan Clancy
Hollywood, FL
Ignacio Guzman
Santa Ana, CA
Tai Stephan
Victor, ID
David Wiley
La Jolla, CA
Kedishia Grant
Fort Mill, SC
Frederick Martens
Novato, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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