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Charles Ross Shiver

Arkos Global Advisors, LLC

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About Charles Ross Shiver

Charles Shiver is a registered investment advisor representative with Arkos Global Advisors, LLC, with offices in Milton, GA and Houston, TX. Charles is licensed in Georgia. Charles has been in the industry since 2019 and has previous experience with Edward Jones. Charles has passed the Series 7TO, SIE and Series 66 exams. Charles provides financial planning services, selects other advisors and manages portfolios for individuals and businesses. Charles' firm, Arkos Global Advisors, LLC, manages over $939 million in assets for 1,103 clients, including corporations, charitable organizations, and individuals.

Firm Information

Charles Shiver 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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Charles Shiver’s Registration & Firm History

GA

06/24/2024 - Present

Arkos Global Advisors, LLC (Milton GA)

GA

05/02/2019 - 05/31/2024

EDWARD JONES (CARROLLTON GA)

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Licenses & Designations

BOTH

Issued 07/18/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/02/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/22/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Ross Shiver.
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