Michael
Thompson

Arkadios Wealth Advisors

CRD#1182334
Investment Advisor
in Charlotte, NC

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About this Advisor

Michael Thompson is a financial advisor based in Charlotte, North Carolina with a total of 3 years of relevant experience. Thompson currently works for Arkadios Wealth Advisors. During their career, Thompson has held roles at Financial Services Of Va, New England Securities, Triad Advisors, Inc, Arkadios Capital and Arkadios Wealth Advisors. Thompson maintains a Series 63 license, which qualifies them as a securities broker, and is registered to advise clients in North Carolina. 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 advisors. It oversees $2 billion in assets between its 8,782 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to eight charitable organizations. Of its 8,782 customer accounts, just 3% belong to high-net-worth individuals who have more than $1 million in investable assets. Arkadios Wealth Advisors performs a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice typically vary depending on which services the firm provides the client. Fees charged by Arkadios Wealth Advisors likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

3 years

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

10316 Feldfarm Ln, Suite 300
Charlotte, NC 28210

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Arkadios Wealth Advisors Brokerage Details

Total Assets Under Management

$1,757,945,482

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

140

NC Average: 58
Total Number of Accounts

8,782

NC Average: 1,608
Average Account Size

$200,176

NC Average: $2,220,225

Investment Advisory Services

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

Michael Thompson Work History

Michael has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Arkadios Capital

2020 - Present (4 years)

Arkadios Wealth Advisors

2014 - 2020 (6 years)

Triad Advisors, Inc

2006 - 2014 (8 years)

Financial Services Of Va

2006 - 2014 (8 years)

New England Securities

*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 Michael Thompson 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

Nolan Ginsberg
Angleton, TX
Michael Belote
Atlanta, GA
Stanley Lewandoski
Jacksonville, FL
William Nelson
Atlanta, GA
Patrick Carpenter
Atlanta, GA
Joseph Patire
Atlanta, GA
Linda Young
Columbia, SC
Matt Porter
New Berlin, WI

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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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.

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