Dale
Farmer
Arkadios Wealth Advisors
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About this Advisor
Dale Farmer is a financial advisor based in Jacksonville, Florida with a total of 5 years of industry experience. Farmer is an advisor for Arkadios Wealth Advisors. Over the course of their career, they have held roles at Collins Capital Management, Triad Advisors Inc, Arkadios Wealth Advisors and Arkadios Capital. Farmer maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Arkadios Wealth Advisors is a financial advisory company headquartered in Atlanta, GA. It has offices in 47 locations and a total of 140 financial advisors. It manages $2 billion in assets across its 8,782 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves eight charities and foundations. Of its 8,782 customer accounts, just 3% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Arkadios Wealth Advisors has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice typically vary depending on which services are provided. Fees billed by Arkadios Wealth Advisors likely include any blend 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
Dale Farmer Work History
Dale has been registered as a financial advisor for 5 years.*
Arkadios Wealth Advisors
Arkadios Capital
Triad Advisors Inc
Collins Capital Management
*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 Dale Farmer 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
Murfreesboro, TN
Atlanta, GA
San Juan, PR
New Berlin, WI
Atlanta, GA
Atlanta, GA
Atlanta, GA
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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