William NelsonCRD Number: 4892307
Current Firm: Arkadios Wealth Advisors
William Nelson (CRD# 4892307) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Atlanta, GA and has over 16 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
Ubs Financial Services Inc.
|Arkadios Capital||Atlanta, GA||Oct 2018 - Current||3|
|Arkadios Wealth Advisors||Atlanta, GA||Oct 2018 - Current||3|
|Raymond James & Associates, Inc.||Atlanta, GA||Feb 2013 - Oct 2018||5|
|Morgan Keegan & Company, Inc.||Atlanta, GA||Feb 2011 - Feb 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2005|
Total Assets Under Management813MILLIONS
Total Number of Accounts3,667ACCOUNTS
Average Account Value$221,664
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
AL, AR, CA, CO, DE, FL, GA, ID, IL, LA, MD, MN, MO, MT, NC, NJ, OH, OR, PA, PR, SC, TN, TX, UT, WA, WI, WY
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