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Michael Scott Walling

Arkadios Wealth Advisors

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About Michael Scott Walling

Michael Scott Walling has been an active financial professional since 1994. Michael is currently registered as an investment advisor representative (IAR) in Arizona and Texas with Arkadios Wealth Advisors. Michael has a variety of experience in the industry, having worked with firms like TRIAD ADVISORS LLC and CAPITAL ANALYSTS, INCORPORATED. Michael holds a Series 7, Series 63 and Series 65. Michael is experienced in providing financial planning and portfolio management for individuals and businesses.

Firm Information

Michael Walling 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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Michael Walling’s Registration & Firm History

AZ

11/08/2023 - Present

Arkadios Wealth Advisors (Scottsdale AZ)

AZ

12/02/2009 - 11/10/2023

TRIAD ADVISORS LLC (Scottsdale AZ)

AZ

06/13/1995 - 12/02/2009

CAPITAL ANALYSTS, INCORPORATED (PHOENIX AZ)

PA

01/01/1995 - 06/05/1995

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

OH

01/01/1994 - 12/31/1994

CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)

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Licenses & Designations

IA

Issued 12/10/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/17/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Scott Walling.
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