Martin
Mcfarlin

Arkadios Wealth Advisors

CRD#2838151
Investment Advisor
in Murfreesboro, TN

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About this Advisor

Martin Mcfarlin is a financial advisor operating in Murfreesboro, Tennessee with 3 years of relevant experience. Mcfarlin currently works for Arkadios Wealth Advisors. Their career trajectory has included roles at Mcfarlin Financial, Kalos Capital, Inc, Kalos Management, Arkadios Capital and Arkadios Wealth Advisors. Mcfarlin has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Tennessee. Arkadios Wealth Advisors is a 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 total assets between its 8,782 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises eight charities and foundations. Of its 8,782 accounts, just 3% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees usually are based on which service is provided. However, fee types billed by Arkadios Wealth Advisors can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

1119 Virginia Avenue
Murfreesboro, TN 37130

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Arkadios Wealth Advisors Brokerage Details

Total Assets Under Management

$1,757,945,482

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

140

TN Average: 58
Total Number of Accounts

8,782

TN Average: 1,608
Average Account Size

$200,176

TN Average: $2,220,225

Investment Advisory Services

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

Martin Mcfarlin Work History

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

2020 - Present (4 years)

Arkadios Capital

2020 - Present (4 years)

Arkadios Wealth Advisors

2013 - Present (11 years)

Mcfarlin Financial

2013 - 2020 (7 years)

Kalos Capital, Inc

2013 - 2020 (7 years)

Kalos Management

*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 Martin Mcfarlin 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
Matthew Brozik
Madison Lake, MN
Michael Belote
Atlanta, GA
Linda Young
Columbia, SC
Matt Porter
New Berlin, WI
Stanley Lewandoski
Jacksonville, FL
Martin Mcfarlin
Murfreesboro, TN
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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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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