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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Summers is a financial advisor at Arkadios Wealth Advisors. David has been in the industry since 1998 and has experience working with a wide range of clients, including individuals, corporations, and high-net-worth individuals. David is a Chartered Financial Analyst and holds several industry licenses, including Series 7, 24, and 65. David is passionate about helping clients achieve their financial goals and believes in building long-term relationships with clients. Arkadios Wealth Advisors is a financial advisory firm based in Atlanta, Georgia. The firm provides financial planning, portfolio management, and other services to individuals, businesses, and institutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
10/18/2018 - Present
Arkadios Wealth Advisors (ATLANTA GA)
GA
02/13/2013 - 10/17/2018
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
GA
09/01/2010 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
GA
08/05/2005 - 09/30/2010
YIELDQUEST SECURITIES, LLC (ATLANTA GA)
GA
06/21/2004 - 09/19/2005
REGISTER & AKERS INVESTMENTS, INC. (ATLANTA GA)
OH
09/06/2001 - 07/01/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MO
10/01/1999 - 09/20/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
07/28/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NJ
07/09/1996 - 08/23/1996
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
IA
Issued 10/02/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/04/2005
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 07/07/2004
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 09/13/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/23/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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