Lenajo
Hartley

Arkadios Wealth Advisors

CRD#2905105
Investment Advisor
in Auburn, ME

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About this Advisor

Lenajo Hartley is a financial advisor working out of Auburn, Maine with a total of 1 year of relevant experience. Hartley is an advisor for Arkadios Wealth Advisors. Their career trajectory has included roles at Downeast Financial Group, Investacorp Inc, Investacorp, Inc, Investacorp Advisory Services, Securities America, Inc, Securities America Advisors, Inc, Arkadios Wealth Advisors and Arkadios Capital. Hartley holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Maine. Arkadios Wealth Advisors is a financial advisory business operating out of Atlanta, GA. The investment advisory business has offices in 47 locations and a total of 140 advisors. It handles $2 billion in assets between its 8,782 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to eight charities and foundations. Of its 8,782 customer accounts, just 3% are held by high-net-worth individuals who have more than $1 million in assets. The advisory firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management typically vary depending on which services are provided. However, fee types charged by Arkadios Wealth Advisors likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

31 Court St., Suite 300
Auburn, ME 04210

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Arkadios Wealth Advisors Brokerage Details

Total Assets Under Management

$1,757,945,482

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

140

ME Average: 58
Total Number of Accounts

8,782

ME Average: 1,608
Average Account Size

$200,176

ME Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Lenajo Hartley Work History

Lenajo has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Arkadios Wealth Advisors

2022 - Present (2 years)

Arkadios Capital

1996 - Present (28 years)

Downeast Financial Group

2020 - 2022 (2 years)

Securities America, Inc

2020 - 2022 (2 years)

Securities America Advisors, Inc

2008 - 2020 (12 years)

Investacorp Advisory Services

1997 - 2020 (23 years)

Investacorp Inc

1997 - 2020 (23 years)

Investacorp, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lenajo Hartley 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

Martin Mcfarlin
Murfreesboro, TN
Matt Porter
New Berlin, WI
David Summers
Atlanta, GA
Gregg Lentz
Waukesha, WI
Nolan Ginsberg
Angleton, TX
Joseph Patire
Atlanta, GA
Stanley Lewandoski
Jacksonville, FL
William Nelson
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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