Unclaimed Profile

Timothy Patrick Atkinson

TFG ADVISERS LLC·AUBURN HILLS, Michigan

Series 7, Series 63, Series 65Clean record15 years registeredTFG ADVISERS LLC

3121 UNIVERSITY DRIVE, AUBURN HILLS, MI 48326CRD# 2335446Firm CRD# 288787

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Patrick Atkinson · AUBURN HILLS, MI

Registration

CRD #2335446 · TFG ADVISERS LLC · 15 years registered

Brand Profile

Not yet started

Career History

CX INSTITUTIONAL, LLC

Jul 2025 – present

TFG ADVISORS

Sep 2017 – Aug 2025

AUBURN HILLS, MI

TFG ADVISORS

May 2015 – Dec 2017

AUBURN HILLS, MI

LIFE PLAN FINANCIAL ADVISORY GROUP, LLC

Jan 2012 – May 2015

ROCHESTER HILLS, MI

SAMRAH ADVISORY SERVICES

Dec 2010 – Jan 2012

BLOOMFIELD HILLS, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · December 20, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TFG ADVISERS LLC

CRD 288787 · SEC 801-111790

AUM

$372M

Regulatory assets under management

Employees

1,301 client accounts

Services offered by TFG ADVISERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TFG ADVISERS LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Patrick Atkinson offer?

Timothy Patrick Atkinson specializes in Financial Planning, Investment Management. Contact their office in AUBURN HILLS, Michigan for a consultation.

What are Timothy Patrick Atkinson's credentials?

Timothy Patrick Atkinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Patrick Atkinson located?

Timothy Patrick Atkinson is based in AUBURN HILLS, Michigan, working with TFG ADVISERS LLC. Their office serves clients in the AUBURN HILLS metropolitan area and surrounding communities.

How does Timothy Patrick Atkinson charge for services?

Timothy Patrick Atkinson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TFG ADVISERS LLC?

TFG ADVISERS LLC has approximately 7 employees and manages $372M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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