David
Summers

Arkadios Wealth Advisors

CRD#2765527
Investment Advisor
in Atlanta, GA
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About this Advisor

David Summers is an investment advisor in Atlanta, Georgia. Currently a registered advisor at Arkadios Wealth Advisors, Summers has 14 years of experience in the financial advisory industry. Summers holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Summers is able to advise investors based out of Georgia and Texas. The advisor has gained experience at Yieldquest Advisors, LLC, Yieldquest Securities, LLC, Morgan Keegan & Company, Inc, Raymond James & Associates, Inc, Arkadios Wealth Advisors and Arkadios Capital. Arkadios Wealth Advisors is headquartered in Atlanta, Georgia, and operates out of four other brick-and-mortar locations throughout the country. In aggregate, Arkadios Wealth Advisors employs three staff members. None of the advisory firm's clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Arkadios Wealth Advisors can offer portfolio management for individuals and small businesses. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

14 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

3333 Piedmont Rd., Ne Suite 2010
Atlanta, GA 30305

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Arkadios Wealth Advisors Brokerage Details

Total Assets Under Management

$33,469,774

GA Average: $3,570,121,308
Total Number of Employees

26

GA Average: 58
Total Number of Accounts

144

GA Average: 1,608
Average Account Size

$232,429

GA Average: $2,220,225

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

David Summers Work History

David has 14 years of experience.

2018 - Present (1 year)

Arkadios Wealth Advisors

2018 - Present (1 year)

Arkadios Capital

2013 - 2018 (5 years)

Raymond James & Associates, Inc

2010 - 2013 (3 years)

Morgan Keegan & Company, Inc

2005 - 2010 (5 years)

Yieldquest Securities, LLC

2004 - 2010 (6 years)

Yieldquest Advisors, LLC

Disclosures

David Summers has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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