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Andrew David Griglock

Arkadios Wealth Advisors

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About Andrew David Griglock

Andrew Griglock is a registered Investment Advisor Representative with Arkadios Wealth Advisors. Andrew is registered to provide investment advice in the state of Maryland. Andrew has been in the financial industry since May 2024. Prior to joining Arkadios Wealth Advisors, Andrew was retired/student. Andrew has a Series 65 license. Andrew is also a licensed Real Estate Agent.

Firm Information

Andrew Griglock is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 Griglock’s Registration & Firm History

MD

06/17/2024 - Present

Arkadios Wealth Advisors (Forest Hill MD)

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Licenses & Designations

IA

Issued 06/17/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/30/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew David Griglock.
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