Charles
Shiver

Arkos Global Advisors, LLC

CRD#7074602
Investment Advisor
in Alpharetta, GA

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About this Advisor

Charles Shiver is a financial advisor based in Alpharetta, Georgia, working with Arkos Global Advisors, LLC. Charles has previously held positions at Edward Jones, Rubicon Global, Solesbee's Equipment & Attachments, University of West Georgia, Brown Dog Eatery, The City Tavern, The Irish Bred Pub, Sunset Hills Country Club, Paladinos Pizza, and Arkos Global Advisors. Charles has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Charles is part of Arkos Global Advisors, LLC, which operates out of Alpharetta, Georgia. The firm has 1 office and 18 employees. The firm manages assets totaling $939.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Arkos Global Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3000 Heritage Walk
Alpharetta, GA 30004

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Arkos Global Advisors, LLC Brokerage Details

Total Assets Under Management

$939,425,000

GA Average: $3,042,739,679
Total Number of Employees

18

GA Average: 49
Total Number of Accounts

1,103

GA Average: 2,315
Average Account Size

$851,700

GA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Charles Shiver Work History

2024 - Present (0 year)

Arkos Global Advisors

2019 - Present (5 years)

Edward Jones

2018 - 2019 (1 year)

Rubicon Global

2018 - 2018 (< 1 year)

Solesbee'S Equpment & Attachments

2016 - 2017 (1 year)

Brown Dog Eatery

2015 - 2017 (2 years)

The City Tavern

2014 - 2014 (< 1 year)

Sunset Hills Country Club

2014 - 2015 (1 year)

Paladinos Pizza

2013 - 2014 (1 year)

The Irish Bred Pub

2009 - 2016 (7 years)

University Of West Georgia

Disclosures

Please visit the SEC profile of Charles Shiver 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 Arkos Global Advisors, LLC

Trevor Harris
Houston, TX
Timothy Mcgukin
Houston, TX
Stuart Wallace
Houston, TX
Andrew Dowell
Houston, TX
Sarah Fontenot
Houston, TX
Joshua Arrington
Houston, TX
Ethan Pollard
Houston, TX
Lester Brackley
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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