William
Gardner

Arkos Global Advisors, LLC

CRD#7163062
Investment Advisor
in Alpharetta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

William Gardner is a financial advisor based in Alpharetta, Georgia, working with Arkos Global Advisors, LLC. William has previously held positions at Edward Jones, River Church, Macedonia World Baptist Missions, and Arkos Global Advisors, LLC. William has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, William 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, Ste 303
Alpharetta, GA 30004

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

William Gardner Work History

2023 - Present (1 year)

Arkos Global Advisors, LLC

2019 - 2023 (4 years)

Edward Jones

2016 - 2019 (3 years)

River Church

1994 - 2016 (22 years)

Macedonia World Baptist Missions

Disclosures

Please visit the SEC profile of William Gardner 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
Stuart Wallace
Houston, TX
Sarah Fontenot
Houston, TX
Andrew Dowell
Houston, TX
Timothy Mcgukin
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started