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Bernard Philip McVey

Arkadios Wealth Advisors

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About Bernard Philip McVey

Bernard McVey is an investment advisor representative with Arkadios Wealth Advisors. Bernard has been in the securities industry for over 30 years and holds the Series 6, Series 7, Series 63 and Series 66 securities licenses. Bernard has been registered with the state of Maryland as an investment advisor representative since August 16, 2022. Bernard is also registered with the state of Virginia and Kentucky. Bernard's previous employers include Kalos Capital, Inc. and PFS Investments Inc. Bernard has a diverse background, including experience in the IT, financial planning, and real estate industries. Bernard is also a volunteer treasurer for the Old Timers Soccer Association of Maryland, a non-profit organization.

Firm Information

Bernard McVey 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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Bernard McVey’s Registration & Firm History

MD

08/16/2022 - Present

Arkadios Wealth Advisors (Forest Hill MD)

MD

03/22/2016 - 09/30/2022

KALOS CAPITAL, INC. (FOREST HILL MD)

GA

06/05/1996 - 12/31/1998

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 04/27/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/04/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2016

Series 7 - General Securities Representative Examination

BC

Issued 06/04/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bernard Philip McVey.
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