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Robert Burdick Warnock

Arkadios Wealth Advisors

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About Robert Burdick Warnock

Robert Burdick Warnock is a financial advisor with Arkadios Wealth Advisors in Dunwoody, Georgia. Robert has over 20 years of experience in the financial services industry. Robert holds a Series 66, 24, 62, SIE and 7. He is licensed in Alabama, California, Florida, Georgia, Louisiana, South Carolina, and Texas. Robert specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.

Firm Information

Robert Warnock 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 Warnock’s Registration & Firm History

GA

05/02/2022 - Present

Arkadios Wealth Advisors (Dunwoody GA)

GA

12/17/2007 - 05/05/2022

WELLS FARGO CLEARING SERVICES, LLC (SUWANEE GA)

GA

04/01/2004 - 12/18/2007

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

TN

03/01/2002 - 03/24/2004

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

GA

04/11/2001 - 03/01/2002

SYNOVUS SECURITIES, INC. (COLUMBUS GA)

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Licenses & Designations

BOTH

Issued 05/11/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/25/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Burdick Warnock.
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