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Andrew Caleb Dowell

Arkos Global Advisors, LLC

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About Andrew Caleb Dowell

Andrew Caleb Dowell is a Registered Investment Advisor representative associated with Arkos Global Advisors, LLC in Houston, Texas. Andrew has been in the industry since 2013 and has experience at Morgan Stanley. Andrew has passed the Series 7, Series 66 and SIE exams. Andrew is a financial advisor serving high-net-worth individuals, insurance companies, investment companies, charitable organizations, corporations, and individuals. Andrew specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Andrew is also involved in family investments through WDCD, LLC.

Firm Information

Andrew Dowell is currently registered with Arkos Global Advisors, LLC. Arkos Global Advisors, LLC is an investment advisor located in Houston, TX. They provide financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. The firm manages approximately $939,425,000 in assets.
Arkos Global Advisors, LLC

4400 POST OAK PKWY

HOUSTON, TX 77027

$939.42M

Assets Under Management

1

Total Clients

12

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Dowell’s Registration & Firm History

TX

05/25/2017 - Present

Arkos Global Advisors, LLC (HOUSTON TX)

TX

03/27/2017 - 04/26/2017

MORGAN STANLEY (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 04/27/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/26/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Caleb Dowell.
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