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David T. Atkins
David T. Atkins
Financial Advisor
Wealth Advisory Associate
456 West Foothill Boulevard
Claremont, CA 91711
tel: 909-625-0781
toll free: 800-830-8727
fax: 909-621-6046
Email Me
Welcome Associations Education Services
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Associations
  • Rancho Cucamonga Public Library Foundation
    Board Member
  • Irwindale Chamber of Commerce
    Board Member
  • Transcendence Children & Family Services
    Board Member
Education and Licensing
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life and Health Insurance Licensed
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Philanthropic Services
  • Retirement Planning
  • 529 Plans
  • Municipal Bonds
  • Long Term Care Insurance
  • Women and Company®
  • Planning for Special Needs Individuals
  • Socially Responsible Investing
  • Education Planning
  • Exchange Traded Funds
  • Corporate Retirement Plans
  • 401k Rollovers
  • Insurance Services
Bulletin Board
  • Reevaluate your investment strategy. For a free consultation, click on Request Appointment or call me.
  • A key component of any financial plan is life insurance. Speak to us about receiving a complimentary insurance review.
  • 529 Plans. Need help understanding how they can assist the educational future of your child or grandchild? For answers to your questions, please call or e-mail me.
David T. Atkins is licensed in the following state(s): AL, AZ, CA, CO, GA, HI, KS, MI, ND, NJ, OK, OR, RI, TX, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

At a Glance: Business Lending (pdf)

Equity Market Weekly (pdf)

CD Rates (pdf)
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