Steve
Markey
Arkadios Wealth Advisors
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About this Advisor
Steve Markey is a financial advisor who works in San Antonio, Texas who has 1 year of relevant experience. Markey is an employee of Arkadios Wealth Advisors. Over the course of their career, Markey has held roles at Arkadios Wealth Advisors, Investacorp, Inc, Investacorp Advisory Services, Securities America, Inc, Securities America Advisors, Inc and Arkadios Capital. Markey holds a Series 63 license, which qualifies them as a securities representative, and is approved to operate in Texas and Washington. Arkadios Wealth Advisors is a financial advisory firm operating out of Atlanta, GA. The firm has offices in 47 locations and a total of 140 people on staff. It handles $2 billion in assets among its 8,782 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to eight charitable organizations. Of its 8,782 client accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in assets. The firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services typically are based 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
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
Steve Markey Work History
Steve has been registered as a financial advisor for 1 years.*
Arkadios Wealth Advisors
Arkadios Capital
Securities America, Inc
Securities America Advisors, Inc
Investacorp, Inc
Investacorp Advisory Services
*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 Steve Markey 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
Columbia, SC
Angleton, TX
Atlanta, GA
Madison Lake, MN
Atlanta, GA
Jacksonville, FL
Waukesha, 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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