Ke Dao (CRD# 3156914) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Raritan, NJ and has over 21 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arkadios Wealth Advisors (dba Rivertan Financial Group, Llc) | Atlanta, GA | Sep 2019 - Current | 4 |
| Arkadios Capital (dba Rivertan Financial Group, Llc) | Atlanta, GA | Sep 2019 - Current | 4 |
| Triad Advisors, Inc. | Norcross, GA | Nov 2011 - Sep 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2002 |
- NJ
- TX
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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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