Evan
Lockwood
Arkadios Wealth Advisors
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About this Advisor
Evan Lockwood is a financial advisor working out of Raleigh, North Carolina who has 1 year of relevant experience. Lockwood works at Arkadios Wealth Advisors. During their career, Lockwood has held roles at Arkadios Capital, Baltimore City Police Dpartment, Army National Guard, Gavin De Becker And Associates, Michael Stapleton And Associates and Arkadios Wealth Advisors. Lockwood maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina. Arkadios Wealth Advisors is a registered investment firm headquartered in Atlanta, GA. The company has offices in 47 locations and a total of 140 financial advisors. It handles $2 billion in assets under management among its 8,782 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises eight charitable organizations. Of its 8,782 accounts, just 3% are held by high-net-worth clients who have greater than $1 million in investable assets. Arkadios Wealth Advisors has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees typically are based on which services the firm provides the client. However, fees billed by Arkadios Wealth Advisors most likely include any blend 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
Evan Lockwood Work History
Evan has been registered as a financial advisor for 1 years.*
Arkadios Capital
Arkadios Wealth Advisors
Baltimore City Police Dpartment
Gavin De Becker And Associates
Michael Stapleton And Associates
Army National Guard
*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 Evan Lockwood 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
New Berlin, WI
Atlanta, GA
Atlanta, GA
Madison Lake, MN
Atlanta, GA
Waukesha, WI
Atlanta, GA
Murfreesboro, TN
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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