Charles
Smith
Arkadios Wealth Advisors
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About this Advisor
Charles Smith is a certified financial planner who works in Huntsville, Alabama, who has 4 years of relevant experience. Smith is an employee of Arkadios Wealth Advisors. Throughout their career, they have worked at Arkadios Capital, Arkadios Wealth Advisors and G.L.S. & Associates, Inc. Smith maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Alabama. Arkadios Wealth Advisors is a registered investment company that has its headquarters in Atlanta, GA. It has offices in 47 locations and a total of 140 financial advisors. It has $2 billion in total assets among its 8,782 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to eight charities and foundations. Of its 8,782 accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets. Arkadios Wealth Advisors offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees typically depend on the type of financial services offered. Fees charged by Arkadios Wealth Advisors most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arkadios Wealth Advisors Brokerage Details
$1,757,945,482
140
8,782
$200,176
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Charles Smith Work History
Charles has been registered as a financial advisor for 4 years.*
Arkadios Capital
Arkadios Wealth Advisors
G.L.S. & Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
