Robert Cain Atkinson
Investment adviser representative at Financial & Tax Architects, LLC
11 yearsExperience
1 stateRegistered in
$506.2MFirm assets
7 yearsFirm in business
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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.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Financial & Tax Architects, LLCMay 2025 to now
- Farmers InsuranceNov 2024 to May 2025
- North Boulevard ChurchJan 2022 to Dec 2023
- ZbcMar 2020 to Nov 2024
- Cornerstone ChurchJan 2019 to Dec 2023
- Lakeside ChurchOct 2017 to Nov 2021
- Eastern Kentucky UniversityAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
Financial & Tax Architects, LLC
$506.2MAssets managed
1,574Clients
38Advisers
7 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
- 8104736
- Firm CRD
- 119169