Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drake? Claim Your ProfileDrake Arlon Qualls is a financial advisor who has been working in the industry since 2013. Drake is currently registered as an Investment Advisor Representative with The Colony Group, LLC. Drake has worked with various financial companies like Geneo Wealth Management, Independent Financial Group, LLC, Henry, Horne Wealth Management, and M. S. Howells. Drake has passed both the Series 63 and 65 exams and is also a Certified Financial Planner. Drake's experience and qualifications make him a valuable asset to clients seeking financial guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
AZ
06/17/2024 - Present
THE Colony Group, LLC (Scottsdale AZ)
AZ
05/31/2021 - 09/20/2021
M. S. HOWELLS & CO. (SCOTTSDALE AZ)
AZ
02/28/2019 - 05/28/2019
INDEPENDENT FINANCIAL GROUP, LLC (SCOTTSDALE AZ)
AZ
06/04/2015 - 01/17/2019
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (PHOENIX AZ)
AZ
01/05/2015 - 05/27/2015
GENEOS WEALTH MANAGEMENT, INC. (SCOTTSDALE AZ)
IA
Issued 07/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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