Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Iain? Claim Your ProfileIain Lesslie Chase Brackstone is a financial advisor at Arkadios Wealth Advisors. Iain has been in the financial services industry since 2010. Prior to joining Arkadios Wealth Advisors, Iain was a wealth advisor at KALOS CAPITAL, INC. and Triad Advisors, Inc. Iain has a wide range of experience in the financial services industry, including financial planning, portfolio management, and insurance. Iain is committed to helping clients achieve their financial goals.
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
08/19/2022 - Present
Arkadios Wealth Advisors (Alpharetta GA)
GA
01/19/2015 - 09/30/2022
KALOS CAPITAL, INC. (Alpharetta GA)
GA
02/28/2012 - 07/22/2013
KALOS CAPITAL, INC. (ALPHARETTA GA)
GA
10/06/2011 - 03/01/2012
TRIAD ADVISORS, INC. (SUWANEE GA)
PA
05/12/2011 - 10/18/2011
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NC
03/08/1996 - 05/06/1996
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
GA
07/20/1992 - 04/05/1994
SUNTRUST SECURITIES, INC. (ATLANTA GA)
AR
04/10/1992 - 04/15/1992
POWELL & SATTERFIELD, INC. (LITTLE ROCK AR)
BOTH
Issued 06/01/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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