Mark
Dorsett
Arkadios Wealth Advisors
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About this Advisor
Mark Dorsett is a financial advisor working in Charlotte, North Carolina with a total of 3 years of relevant experience. Dorsett is on the advisory team at Arkadios Wealth Advisors. Their career trajectory has included roles at Triad Advisors, Arkadios Capital and Arkadios Wealth Advisors. Dorsett has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in North Carolina. Arkadios Wealth Advisors is a registered investment company headquartered in Atlanta, GA. The investment advisory business has offices in 47 locations and a total of 140 people on staff. It handles $2 billion in assets between its 8,782 accounts, making it one of the largest firms in the United States by assets under management. The firm serves eight charities and foundations. Of its 8,782 accounts, just 3% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees typically are based on the services offered. Fees charged by Arkadios Wealth Advisors likely are comprised of some 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
Mark Dorsett Work History
Mark has been registered as a financial advisor for 3 years.*
Arkadios Capital
Arkadios Wealth Advisors
Triad Advisors
*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 Mark Dorsett 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
Waukesha, WI
Jacksonville, FL
Atlanta, GA
Atlanta, GA
Columbia, SC
Atlanta, GA
Atlanta, GA
San Juan, PR
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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