The Importance of a Fiduciary
In light of recent changes in the financial services industry, many consumers are wondering if their financial advisor is a fiduciary. At Atkinson Wealth Strategies, all of our advisors act as fiduciaries over our advisory accounts.
At Atkinson Wealth Strategies, you also work 1 on 1 with a Certified Financial PlannerTM Professional who is a Fiduciary.
View the CFP Code of Ethics: Click Here
The Fiduciary Duty
The fiduciary duty requires an advisor to act in the best interest of their clients and to put their clients’ needs above their own at all times. They must act with loyalty and care, provide upfront disclosures to the client, and eliminate all conflicts of interest.
Stockbrokers Suitability Standard
A stockbroker is any person engaged in the business of effecting transactions for the account of others. Stockbrokers are expected to deal fairly with their clients and provide suitable options.
We, as fiduciaries, serve our clients first, last, and always.
We are not tied to any investment bank or insurance company products we are truly independent. Because of this with over 6 million investment options with can build the custom portfolios clients deserve.
Independence Powered by LPL Financial
Atkinson Wealth Strategies is supported by the resources of LPL Financial,
the nation's largest independent broker/dealer.* This relationship provides us
with thorough research and a comprehensive array of tools, resources and
technology. Because LPL Financial has no proprietary products to sell, we
have the freedom to offer you thoughful financial guidance and investment
* As reported by Financial Planning magazine, June 1996-2017, based on total revenue.