Jim Atkinson

Chief Operating Officer/Head of M&A at Avidian Wealth Solutions
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Contact Information
us****@****om
(386) 825-5501
Location
Austin, Texas, United States, US

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Bio

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Experience

  • Avidian Wealth Solutions
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Operating Officer/Head of M&A
      • Feb 2019 - Present

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • VP
      • Oct 2013 - Dec 2018

  • Linscomb & Williams
    • United States
    • Financial Services
    • 1 - 100 Employee
    • EVP
      • Jun 2010 - Oct 2013

      EVP, Director of Professional Services for Linscomb & Williams EVP, Director of Professional Services for Linscomb & Williams

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • VP Sales
      • 2000 - 2008

      Custodial services serving the RIA & wealth management community. Custodial services serving the RIA & wealth management community.

Education

  • Baylor University - Hankamer School of Business
    MBA

Community

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