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Brian William Atkins

ATKINS AND ASSOCIATES LLC·CARY, Illinois
Series 65Clean record12 years registeredATKINS AND ASSOCIATES LLC
117 W. MAIN STREET, CARY, IL 60013CRD# 6100366Firm CRD# 164879

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian William Atkins · CARY, IL
Registration
CRD #6100366 · ATKINS AND ASSOCIATES LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

HERITAGE STRATEGIC WEALTH, LLC
Sep 2025 – present
SIGNIFICANT WEALTH PARTNERS LLC
Jun 2018 – present
WEALTH BUILDER FUNDS LLC
Nov 2025 – Apr 2026
CARY, IL
WEALTH BUILDER FUNDS LLC
Dec 2023 – Nov 2025
CARY, IL
KINGSVIEW ASSET MANAGEMENT, LLC
Feb 2014 – Dec 2017
CARY, IL
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 4, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Introduction

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Frequently Asked Questions

What services does Brian William Atkins offer?
Brian William Atkins is a registered financial advisor in CARY, Illinois. Contact their office for details on services offered.
What are Brian William Atkins's credentials?
Brian William Atkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian William Atkins located?
Brian William Atkins is based in CARY, Illinois, working with ATKINS AND ASSOCIATES LLC. Their office serves clients in the CARY metropolitan area and surrounding communities.
How large is ATKINS AND ASSOCIATES LLC?
ATKINS AND ASSOCIATES LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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