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Robert Allen Douglass

Arkadios Wealth Advisors

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About Robert Allen Douglass

Robert Douglass is a financial advisor with Arkadios Wealth Advisors. Robert Douglass is a Managing Partner of Corbet Capital Advisors, and has been in the industry for over 20 years. Robert Douglass has a Series 3, Series 7 and Series 66 and the SIE exam. Robert Douglass holds the Chartered Financial Analyst designation. Robert Douglass is registered with the following states: Alabama, California, Florida, Georgia, Louisiana, Massachusetts, North Carolina, South Carolina, Tennessee, Texas, Utah, and Virginia.

Firm Information

Robert Douglass 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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Robert Douglass’s Registration & Firm History

GA

11/16/2021 - Present

Arkadios Wealth Advisors (Atlanta GA)

GA

11/21/2014 - 11/17/2021

J.P. MORGAN SECURITIES LLC (ATLANTA GA)

GA

01/28/2004 - 12/05/2014

CREDIT SUISSE SECURITIES (USA) LLC (ATLANTA GA)

NY

10/19/2000 - 01/30/2004

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/01/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2000

Series 7 - General Securities Representative Examination

BC

Issued 09/26/2000

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Robert Allen Douglass. Review regulatory record here.
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