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Charles Tyler Walling

Arkadios Wealth Advisors

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About Charles Tyler Walling

Charles Tyler Walling is an investment advisor representative with Arkadios Wealth Advisors. Charles has been in the financial industry since 2014. Charles has Series 66, Series 7, and SIE licenses. Charles is registered with the following states: Arizona, Colorado, Hawaii, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, Texas, Utah, Virginia, and Washington. Charles' previous employer was TRIAD ADVISORS LLC. Charles also owns WC Pets LLC. Arkadios Wealth Advisors provides investment advisory services and financial planning.

Firm Information

Charles Walling 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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Charles Walling’s Registration & Firm History

AZ

11/09/2023 - Present

Arkadios Wealth Advisors (Scottsdale AZ)

AZ

05/13/2016 - 11/10/2023

TRIAD ADVISORS LLC (Scottsdale AZ)

AZ

03/06/2014 - 04/29/2016

MORGAN STANLEY (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 04/02/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Tyler Walling.
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