William
Atkins
Advisor Resource Council
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About this Advisor
William Atkins is a financial advisor based out of Dallas, Texas with a total of 8 years of relevant experience. Atkins works at Advisor Resource Council. Atkins has gained experience at Bank Of America Merchant Services, Favorite Brands LLC, Lpl Financial LLC and Advisor Resource Council (Dba: 360 Wealth Management Partners). Atkins has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Texas. Advisor Resource Council is a registered investment firm operating out of Dallas, TX. The company has offices in 52 locations and a total of 134 advisors. It has $2 billion in assets under management across its 11,081 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 34 charitable organizations. Of its 11,081 client accounts, 29% are held by high-net-worth investors who have at least $1 million in assets. Advisor Resource Council offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees usually depend on which service is offered. However, fee types charged by Advisor Resource Council most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advisor Resource Council Brokerage Details
$2,318,721,938
134
11,081
$209,252
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
William Atkins Work History
William has been registered as a financial advisor for 8 years.*
Lpl Financial LLC
Advisor Resource Council (Dba: 360 Wealth Management Partners)
Bank Of America Merchant Services
Favorite Brands LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William 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 Advisor Resource Council
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Oxford, MS
Southlake, TX
Southlake, TX
Covington, LA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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