Ricky
Moore

Arkadios Wealth Advisors

CRD#2574634
Investment Advisor
in Angleton, TX

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About this Advisor

Ricky Moore is a financial advisor working out of Angleton, Texas with a total of 2 years of industry experience. Moore is currently employed by Arkadios Wealth Advisors. Their career trajectory has included roles at Commonwealth Financial Network, The Oak Financial Group, Securities America, Inc, Securities America Advisors, Inc, Sagepoint Financial, Arkadios Capital and Arkadios Wealth Advisors. Moore has a Series 63 license, which qualifies them as a securities broker, and is approved to operate in Texas. Arkadios Wealth Advisors is an advisory company based in Atlanta, GA. The investment advisory business has offices in 47 locations and a total of 140 advisors. It controls $2 billion in total assets between its 8,782 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises eight charities and foundations. Of its 8,782 client accounts, just 3% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Arkadios Wealth Advisors provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely vary depending on the type of financial services provided. Fee types billed by Arkadios Wealth Advisors likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

2 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

121 E Myrtle St, Ste B
Angleton, TX 77515

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Arkadios Wealth Advisors Brokerage Details

Total Assets Under Management

$1,757,945,482

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

140

TX Average: 58
Total Number of Accounts

8,782

TX Average: 1,608
Average Account Size

$200,176

TX Average: $2,220,225

Investment Advisory Services

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

Ricky Moore Work History

Ricky has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Arkadios Capital

2021 - Present (3 years)

Arkadios Wealth Advisors

2009 - Present (15 years)

The Oak Financial Group

2013 - 2013 (< 1 year)

Securities America, Inc

2013 - 2013 (< 1 year)

Securities America Advisors, Inc

2013 - 2021 (8 years)

Sagepoint Financial

2009 - 2013 (4 years)

Commonwealth Financial Network

*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 Ricky Moore 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

Matt Porter
New Berlin, WI
Patrick Carpenter
Atlanta, GA
Gregg Lentz
Waukesha, WI
William Nelson
Atlanta, GA
German Chaves
San Juan, PR
David Summers
Atlanta, GA
Matthew Brozik
Madison Lake, MN
Joseph Patire
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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