John
Mckee
Arkadios Wealth Advisors
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About this Advisor
John Mckee is a financial advisor who works out of Redwood City, California who has 2 years of industry experience. Mckee currently works for Arkadios Wealth Advisors. Their career trajectory has included roles at Personal Portfolios, Inc, Investment Architects, Inc, Resource Investment Architects, Inc, Arkadios Capital and Arkadios Wealth Advisors. Mckee has a Series 63 license, certifying them as a securities representative, and can advise clients in California. Arkadios Wealth Advisors is a business operating out of Atlanta, GA. The firm has offices in 47 locations and a total of 140 advisors. It has $2 billion in total assets between its 8,782 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves eight charities and foundations. Of its 8,782 customer accounts, just 3% are held by high-net-worth investors who have at least $1 million in assets available to invest. Arkadios Wealth Advisors has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules are based on which services the firm provides the client. Fee types charged by Arkadios Wealth Advisors likely are comprised of any combination 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
John Mckee Work History
John has been registered as a financial advisor for 2 years.*
Arkadios Capital
Arkadios Wealth Advisors
Resource Investment Architects, Inc
Investment Architects, Inc
Personal Portfolios, 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 John Mckee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Arkadios Wealth Advisors
Atlanta, GA
Jacksonville, FL
Murfreesboro, TN
San Juan, PR
Atlanta, GA
Madison Lake, MN
Columbia, SC
Angleton, TX
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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