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James Thomas Leopold

Arkos Global Advisors, LLC

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About James Thomas Leopold

James Leopold is a registered investment advisor representative associated with Arkos Global Advisors, LLC. James has been in the industry since 2016 and is licensed to offer advisory services in Texas. James offers a range of services including financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

James Leopold is currently registered with Arkos Global Advisors, LLC. Arkos Global Advisors, LLC is an investment advisor located in Houston, TX. They provide financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. The firm manages approximately $939,425,000 in assets.
Arkos Global Advisors, LLC

4400 POST OAK PKWY

HOUSTON, TX 77027

$939.42M

Assets Under Management

1

Total Clients

12

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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fixed fees

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

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percentage of assets

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

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James Leopold’s Registration & Firm History

TX

09/02/2021 - Present

Arkos Global Advisors, LLC (HOUSTON TX)

TX

07/19/2016 - 07/06/2021

PRUCO SECURITIES, LLC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 12/23/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/01/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/25/2018

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Thomas Leopold.
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