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Troy James Richards

Arkadios Wealth Advisors

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About Troy James Richards

Troy James Richards is a financial advisor with over 20 years of experience in the industry. Troy currently works with Arkadios Wealth Advisors and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Previously, Troy was associated with LPL Financial LLC and Edward Jones. Troy is a highly experienced advisor, Troy specializes in providing comprehensive financial planning and investment management services for individuals, corporations and high net worth individuals. Troy also holds the Series 63, Series 66, Series 7 and SIE securities licenses. Troy is committed to helping his clients achieve their financial goals.

Firm Information

Troy Richards 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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Troy Richards’s Registration & Firm History

LA

06/20/2024 - Present

Arkadios Wealth Advisors (SLIDELL LA)

LA

01/05/2005 - 06/25/2024

LPL FINANCIAL LLC (SLIDELL LA)

MO

08/06/2002 - 01/11/2005

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 11/15/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/08/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Troy James Richards. Review regulatory record here.
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