Dale
Farmer
Arkadios Wealth Advisors
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About this Advisor
Dale Farmer is a financial advisor based in Jacksonville, Florida, working with Arkadios Wealth Advisors. Dale has previously held positions at Triad Advisors Inc, Arkadios Wealth Advisors, and Arkadios Capital. Dale has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Dale is part of Arkadios Wealth Advisors, which operates out of Jacksonville, Florida. The firm has 44 offices and 153 employees. The firm manages assets totaling $2.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Arkadios Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Arkadios Wealth Advisors Brokerage Details
$2,681,123,534
153
1
$2,681,123,534
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Dale Farmer Work History
Arkadios Wealth Advisors
Arkadios Capital
Triad Advisors Inc
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
San Juan, PR
Rehoboth Beach, DE
Charlotte, NC
Jacksonville, FL
Berwyn, PA
Atlanta, GA
Hilton Head Island, SC
Neptune, NJ
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