linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Timothy Short

Arkadios Wealth Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Timothy Short

David Timothy Short is a financial advisor with Arkadios Wealth Advisors in Atlanta, Georgia. David has been in the industry since April 2017. David is a Series 66, Series 7 and SIE licensed advisor. David has worked at both Waddell & Reed and MML Investors Services, LLC in the past. David has a wide range of expertise, including financial planning and portfolio management for individuals. David is registered to offer investment advisory services in Alabama, California, Colorado, Florida, Georgia, Maryland, Mississippi, New York, North Dakota, Ohio, Pennsylvania, South Carolina, and Texas.

Firm Information

David Short 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Short’s Registration & Firm History

GA

08/30/2023 - Present

Arkadios Wealth Advisors (Atlanta GA)

GA

06/07/2018 - 08/31/2023

MML INVESTORS SERVICES, LLC (ATLANTA GA)

GA

04/03/2017 - 06/13/2018

WADDELL & REED (ATLANTA GA)

Not sure if David Timothy Short is right for you?

Licenses & Designations

BOTH

Issued 05/11/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Timothy Short.
Not sure if David Timothy Short is right for you?