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Shelby Dean Moore

Arkadios Wealth Advisors

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About Shelby Dean Moore

Shelby Dean Moore is an investment advisor representative at Arkadios Wealth Advisors. Shelby has been in the financial services industry since 2004. Shelby is registered with the state of Texas, and has a Series 6, 7, 63, and 66 licenses. Shelby has held previous positions at Sagepoint Financial, Securities America, Commonwealth Financial Network, and LPL Financial Corporation.

Firm Information

Shelby Moore 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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Shelby Moore’s Registration & Firm History

TX

10/04/2021 - Present

Arkadios Wealth Advisors (Angleton TX)

TX

11/18/2013 - 10/18/2021

SAGEPOINT FINANCIAL, INC. (ANGLETON TX)

TX

09/30/2013 - 11/18/2013

SECURITIES AMERICA, INC. (ANGLETON TX)

TX

02/17/2009 - 10/28/2013

COMMONWEALTH FINANCIAL NETWORK (ANGLETON TX)

TX

04/01/2004 - 02/23/2009

LPL FINANCIAL CORPORATION (ANGLETON TX)

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Licenses & Designations

BOTH

Issued 03/20/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/08/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2012

Series 7 - General Securities Representative Examination

BC

Issued 03/31/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Shelby Dean Moore. Review regulatory record here.
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