Bernard
Mcvey
Arkadios Wealth Advisors
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About this Advisor
Bernard Mcvey is a financial advisor operating in Forest Hill, Maryland with a total of 1 year of industry experience. Mcvey works at Arkadios Wealth Advisors. Throughout their career, Mcvey has worked at Kalos Capital, Akers Financial, Arkadios Capital, Arkadios Wealth Advisors and Northrop Grumman (Formerly Known As Westinghouse Electric). Mcvey holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to advise clients in Maryland. Arkadios Wealth Advisors is a financial advisory business that has its headquarters in Atlanta, GA. The company has offices in 47 locations and a total of 140 financial advisors. It manages $2 billion in assets among its 8,782 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves eight charities and foundations. Of its 8,782 accounts, just 3% belong to high-net-worth investors who have more than $1 million in investable assets. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees usually are based on the type of services provided. Fee types charged by Arkadios Wealth Advisors most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arkadios Wealth Advisors Brokerage Details
$1,757,945,482
140
8,782
$200,176
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Bernard Mcvey Work History
Bernard has been registered as a financial advisor for 1 years.*
Arkadios Capital
Arkadios Wealth Advisors
Akers Financial
Kalos Capital
Northrop Grumman (Formerly Known As Westinghouse Electric)
*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 Bernard Mcvey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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