Scott Berg (CRD# 1053783) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Atlanta, GA and has over 36 years of experience in the finance industry.
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arkadios Capital | Atlanta, GA | Nov 2021 - Current | 1 |
| Arkadios Wealth | Atlanta, GA | Nov 2021 - Current | 1 |
| Resource Investment Architects, Inc. | Petaluma, CA | Mar 1989 - Dec 2021 | 32 |
| Securities Dynamic Management System,inc | Oakland, CA | Apr 1985 - Dec 2021 | 36 |
| Npci Companies | Oakland, CA | Feb 1985 - Dec 2021 | 36 |
| Investment Architects, Inc. | Alamo, CA | Mar 1989 - Nov 2021 | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1986 |
- CA
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Total Assets Under Management1,901MILLIONS
-
Total Number of Accounts8,185ACCOUNTS
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Average Account Value$232,250
- 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, CA, CO, DE, FL, GA, IA, ID, IL, LA, MD, ME, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY
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