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Keith Gregory Laterrade

Arkadios Wealth Advisors

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About Keith Gregory Laterrade

Keith Gregory Laterrade is an investment advisor representative with Arkadios Wealth Advisors, a firm headquartered in Atlanta, Georgia. Keith has over 20 years of experience in the financial services industry. Keith is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 63, and SIE licenses. Keith offers financial planning, portfolio management for individuals and businesses, and pension consulting services to individuals, corporations, and high-net-worth clients. Keith has been registered with the Securities and Exchange Commission since 2003.

Firm Information

Keith Laterrade 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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Keith Laterrade’s Registration & Firm History

LA

06/20/2024 - Present

Arkadios Wealth Advisors (METAIRIE LA)

LA

05/03/2005 - 06/25/2024

LPL FINANCIAL LLC (METAIRIE LA)

MO

04/15/2003 - 05/06/2005

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 04/17/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Keith Gregory Laterrade. Review regulatory record here.
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