Iain Brackstone (CRD# 2214750) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Alpharetta, GA and has over 31 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
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Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arkadios Wealth Advisors | Atlanta, GA | Aug 2022 - Current | 1 |
| Arkadios Capital | Atlanta, GA | Aug 2022 - Current | 1 |
| Southpark Capital | Alpharetta, GA | Jan 2018 - Current | 6 |
| Alternative Risk Strat | Alpharetta, GA | Apr 2007 - Current | 17 |
| Kalos Capital | Alpharetta, GA | Jan 2015 - Aug 2022 | 7 |
| Kalos Management | Alpharetta, GA | Jan 2015 - Aug 2022 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1992 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2011 |
- GA
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Total Assets Under Management2,681MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$2,681,123,534
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, LA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY
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