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Blake Donald Floyd

Arkadios Wealth Advisors

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About Blake Donald Floyd

Blake Donald Floyd is a financial advisor with over 7 years of experience in the industry. Blake is currently registered with Arkadios Wealth Advisors, in Atlanta, GA, and is licensed to offer securities and investment advisory services in Alabama, Connecticut, Florida, Georgia and Kentucky. Blake's professional background includes working with Foresters Financial Services, Inc., KESTRA INVESTMENT SERVICES, LLC and KESTRA ADVISORY SERVICES, LLC. Blake has passed the Series 6, 7, 63, and 66 exams. Blake specializes in financial planning, portfolio management for individuals, and pension consulting.

Firm Information

Blake Floyd 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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Blake Floyd’s Registration & Firm History

GA

07/20/2023 - Present

Arkadios Wealth Advisors (Atlanta GA)

GA

05/10/2018 - 06/29/2023

KESTRA INVESTMENT SERVICES, LLC (ATLANTA GA)

GA

06/27/2016 - 05/11/2018

FORESTERS FINANCIAL SERVICES, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 12/05/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/13/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/21/2019

Series 7 - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Blake Donald Floyd.
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