Invested Better
Unclaimed

Unclaimed

Unclaimed

Henry Mcwillie Zook

Arkadios Wealth Advisors

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

About Henry Mcwillie Zook

Henry Mcwillie Zook is an investment advisor representative associated with Arkadios Wealth Advisors and has been in the industry since 2024. Henry has a Series 7TO and a SIE license and is registered with the state of GA. Henry's other business includes Clover Capital Partners, an investment related business, in Atlanta, GA, where Henry works zero hours a month. Henry has been employed by ARKADIOS CAPITAL since 2024. Henry has a specializations in 1, 2 and 6.

Firm Information

Henry Zook 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

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.

Henry Zook’s Registration & Firm History

GA

11/01/2024 - Present

Arkadios Wealth Advisors (Atlanta GA)

Not sure if Henry Mcwillie Zook is right for you?

Licenses & Designations

BC

Issued 04/04/2024

Series 7TO - General Securities Representative Examination

BC

Issued 07/28/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Henry Mcwillie Zook.
Not sure if Henry Mcwillie Zook is right for you?