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William Ross Nelson

Arkadios Wealth Advisors

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About William Ross Nelson

William Ross Nelson is a financial advisor with Arkadios Wealth Advisors, a Registered Investment Advisor (RIA) based in Atlanta, GA. William has over 18 years of experience in the financial services industry, having worked with firms such as Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., and YieldQuest Securities, LLC. William is registered in 34 states and holds licenses for Series 66, Series 7 and the SIE exam. William's areas of expertise include investment advisory services, financial planning, and portfolio management. Arkadios Wealth Advisors is an RIA that provides investment management and financial planning services to individuals, families, and businesses.

Firm Information

William Nelson 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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William Nelson’s Registration & Firm History

GA

01/11/2019 - Present

Arkadios Wealth Advisors (ATLANTA GA)

GA

02/13/2013 - 10/17/2018

RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)

GA

02/23/2011 - 02/13/2013

MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)

GA

08/04/2005 - 03/22/2011

YIELDQUEST SECURITIES, LLC (ATLANTA GA)

GA

04/07/2005 - 09/19/2005

REGISTER & AKERS INVESTMENTS, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 07/08/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Ross Nelson.
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