Arkadios Wealth Advisors
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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
Years of Experience
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Arkadios Wealth Advisors Brokerage Details
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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.
Arkadios Wealth Advisors
Raymond James & Associates, Inc
Morgan Keegan & Company, Inc
Yieldquest Securities, LLC
Yieldquest Advisors, LLC
David Summers has no disclosures.
Please visit their SEC profile for more details.