Advisor at Cambridge Investment Research Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cambridge Investment Research Advisors
Location
Oxford, MS 38655
Credentials
Series 63, Series 65
Industry experience
32 years
Douglas Atkinson is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including prior roles at Transamerica Financial Advisors and Signator Investors. Outside of his advisory work, he is also active as an independent insurance agent with several companies. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios and third-party strategists across multiple account platforms.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Flat fees may be charged for financial planning and consulting services, specific amounts not clearly stated.
Financial Professionals may earn commissions as Registered Representatives of Cambridge for brokerage transactions.
Hourly fees may be charged for financial planning and consulting services, specific rates not clearly stated.
501 Heritage Dr., Ste 126
Oxford, MS 38655
Mississippi · Texas
Cambridge Investment Research Advisors
2016 - Present (10 years)
Cambridge Investment Research, Inc.
2016 - Present (10 years)
Signator Investors, Inc.
2016 - 2016 (1 year)
Transamerica Financial Advisors, Inc.
2003 - 2016 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Series 65
Oxford, MS
Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)
Series 65
Oxford, MS
Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)
CFP®, Series 66
Oxford, MS
Barnes Pettey Financial Advisors, LLC
Series 63, Series 65
Oxford, MS
Hardy Reed, LLC
CFA®, Series 63, Series 65
Oxford, MS
Hardy Reed, LLC
Series 63, Series 65
Oxford, MS
Hardy Reed, LLC
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