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John Hooper McKee

Arkadios Wealth Advisors

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About John Hooper McKee

John Hooper McKee is a financial advisor with over 30 years of experience in the industry. John is currently registered with Arkadios Wealth Advisors and holds a Series 63, Series 24 and Series 7 license. John is also registered as an Investment Advisor Representative with the state of California. John has previously worked for Investment Architects, Inc. and U.S. Advisors, Inc. John's specializations include Financial Planning, Pension Consulting and Portfolio Management for Individuals.

Firm Information

John McKee 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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John McKee’s Registration & Firm History

CA

07/30/2021 - Present

Arkadios Wealth Advisors (Redwood City CA)

CA

05/04/1989 - 01/03/2022

INVESTMENT ARCHITECTS, INC. (REDWOOD SHORES CA)

NA

03/21/1989 - 05/24/1989

U.S. ADVISORS, INC.

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Licenses & Designations

BC

Issued 06/07/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/26/1989

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Hooper McKee.
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