Timothy Dennis Atkinson
Investment adviser representative at Excomp Asset Management Ltd
26 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$140.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
26 years in the industry.
- Excomp Asset Management LtdJan 2000 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 4 states (FL, NJ, NY, TX).
Excomp Asset Management Ltd
$140.2MAssets managed
146Clients
2Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1694708
- Firm CRD
- 110434