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James S. Atkins

Background

James S. Atkins, Director, joined Sterling Capital Management in 2015 and has investment experience since 2012. James is a regional consultant covering the West Coast territory. Previously he was an associate client strategist responsible for raising assets within the RIA/DCIO marketplace. Prior to joining Sterling, he worked as a financial solutions advisor for Wells Fargo Advisors Solutions. James received his B.B.A. with a concentration in Marketing from Middle Tennessee State University.


Area of Focus

  • Mutual Funds

Previous Experience

  • Wells Fargo Advisors Solutions
  • Merrill Lynch

Education

  • B.A. Middle Tennessee State University

Affiliations and Professional Licenses

  • FINRA Series 7, 63 & 65
James S. Atkins
James S. Atkins

Director

Regional Consultant- West

(619) 756-3221

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Investment advisory services are available through Sterling Capital Management LLC, an investment adviser registered with the U.S. Securities & Exchange Commission (CRD# 135405) and an independently-operated subsidiary of Truist Financial Corporation. Sterling Capital Management LLC manages customized investment portfolios, provides asset allocation analysis and offers other investment-related services to affluent individuals and businesses. Securities and other investments held in investment management or investment advisory accounts at Sterling Capital Management LLC are not deposits or other obligations of Truist Financial Corporation, Truist Bank or any affiliate, are not guaranteed by Truist Bank or any other bank, are not insured by the FDIC or any other federal government agency, and are subject to investment risk, including possible loss of principal invested.