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Adria B Wheeler

Arkadios Capital

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About Adria B Wheeler

Adria Wheeler is a registered representative with Arkadios Capital, a firm with a strong commitment to providing exceptional financial services to individuals and families. Based in Atlanta, Georgia, Adria has extensive experience in the financial industry, with a focus on helping clients achieve their financial goals. Adria is a dedicated professional, always striving to provide clients with personalized guidance and support.

Firm Information

Adria Wheeler is currently registered with Arkadios Capital. Arkadios Capital is a Limited Liability Company that was formed in 2015 and is registered in all 50 states and the District of Columbia. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Adria Wheeler’s Registration & Firm History

GA

02/13/2023 - Present

Arkadios Capital (Atlanta GA)

GA

01/21/2020 - 05/13/2022

E*TRADE SECURITIES LLC (ALPHARETTA GA)

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Licenses & Designations

BC

Issued 08/03/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/21/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/17/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Adria B Wheeler. Review regulatory record here.
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