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Andrew Lee Couch

Arkadios Wealth Advisors

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About Andrew Lee Couch

Andrew Lee Couch is a financial advisor with over 40 years of experience in the financial services industry. Andrew is currently registered with Arkadios Wealth Advisors and is a Registered Investment Advisor (RIA) in Texas. Andrew is a dedicated and experienced financial professional with a proven track record of success. Andrew has held several licenses and registrations throughout his career, including a Series 7, Series 9, Series 10, Series 63, and Series 65. Andrew has experience working with a variety of clients including high-net-worth individuals, corporations, and other businesses. Andrew has specialized in providing financial planning, pension consulting, and portfolio management services to his clients.

Firm Information

Andrew Couch 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 Couch’s Registration & Firm History

TX

10/06/2021 - Present

Arkadios Wealth Advisors (Angleton TX)

TX

11/18/2013 - 10/18/2021

SAGEPOINT FINANCIAL, INC. (ANGLETON TX)

TX

09/30/2013 - 11/18/2013

SECURITIES AMERICA, INC. (ANGLETON TX)

TX

06/02/2011 - 10/28/2013

COMMONWEALTH FINANCIAL NETWORK (ANGLETON TX)

TX

11/07/2003 - 06/06/2011

LPL FINANCIAL LLC (BELLVILLE TX)

TN

01/21/1998 - 11/11/2003

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

TX

02/01/1977 - 02/09/1998

PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 08/12/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/14/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/1987

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/1977

PC - AMEX Put and Call Exam

BC

Issued 01/15/1977

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Andrew Lee Couch. Review regulatory record here.
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