William Atkins Jr., CFS®
Wil Atkins was born in Denton, Texas and then traveled to live in Lagos, Nigeria until he was eleven, he has lived in DFW ever since. He got his Bachelor’s Degree from the University of North Texas. Wil is married to his lovely wife Tiana and has two children. Wil enjoys spending time with his family, going to the lake, and playing golf.
Wil is a co-founder with 360 Wealth Management Partners and an Investment Advisor Representative. He is a Registered Securities Representative of LPL Financial and holds the series 7 registration with LPL Financial, and Series 66 registration with LPL Financial and 360 Wealth Management, and Texas Insurance Group 1 licenses.
Prior to joining 360 Wealth Management, Wil started his journey in the financial industry at Bank of America. During his time at Bank of America he learned to listen to his client’s financial needs and get them the most suitable strategy to help them run their business efficiently.
As an Investment Advisor Representative, Wil is held to a fiduciary standard by federal and state law. “I will put the interest of my clients first at all times – ahead of my own”. Wil aspires to alleviate the stress and emotional anxiety accompanied in navigating the complicated world of financial management allowing his clients to have confidence.
CONTACT 360 WEALTH MANAGEMENT
17300 N. Dallas Pkwy, Suite 2065
Dallas, TX 75248
Main Phone: 972-421-1360
Main Fax: 972-421-1390
The LPL registered representatives of 360 Wealth Management may only discuss securities or transact business with persons who are residents of AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MN, MO, MS, NC, NE, NH, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA.
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.