Unclaimed Profile

Sandra Lynn Atkins

FOCUS WEALTH MANAGEMENT, LTD.·FAIRFAX, Virginia

Series 65Clean record27 years registeredFOCUS WEALTH MANAGEMENT, LTD.

11325 RANDOM HILLS ROAD, FAIRFAX, VA 22030CRD# 2831552Firm CRD# 116836

Profile Verification

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

Identity

Sandra Lynn Atkins · FAIRFAX, VA

Registration

CRD #2831552 · FOCUS WEALTH MANAGEMENT, LTD. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FOCUS WEALTH MANAGEMENT, LTD.

FOCUS WEALTH MANAGEMENT, LTD.

Feb 1999 – Dec 2016

MIDDLEBURG, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 24, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FOCUS WEALTH MANAGEMENT, LTD.

CRD 116836 · SEC 801-61846

AUM

$295M

Regulatory assets under management

Employees

607 client accounts

Services offered by FOCUS WEALTH MANAGEMENT, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FOCUS WEALTH MANAGEMENT, LTD. →

Introduction

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Frequently Asked Questions

What services does Sandra Lynn Atkins offer?

Sandra Lynn Atkins specializes in Financial Planning, Investment Management.

What are Sandra Lynn Atkins's credentials?

Sandra Lynn Atkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sandra Lynn Atkins located?

Sandra Lynn Atkins is based in FAIRFAX, Virginia, last registered with FOCUS WEALTH MANAGEMENT, LTD..

How does Sandra Lynn Atkins charge for services?

Sandra Lynn Atkins's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FOCUS WEALTH MANAGEMENT, LTD.?

FOCUS WEALTH MANAGEMENT, LTD. has approximately 8 employees and manages $295M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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