Frank Tamplin
Investment adviser representative at Arkadios Wealth Advisors
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Arkadios Wealth AdvisorsNov 2024 to now
- Arakadios Wealth AdvisorsNov 2024 to now
- Arkadios CapitalNov 2024 to now
- Cambridge Investment Research Advisors, Inc.Mar 2023 to Nov 2024
- Cambridge Investment Research, Inc.Mar 2023 to Nov 2024
- Mercer Global Advisors Inc.Nov 2021 to Mar 2023
- Arkadios CapitalFeb 2017 to Oct 2021
- Acg Wealth, Inc.Mar 2012 to Oct 2021
- Triad Advisors, IncJul 2009 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (GA).
Arkadios Wealth Advisors
Legal name: Arkadios Wealth Advisors LLC
$8.8BAssets managed
14,886Clients
223Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5477719
- Firm CRD
- 288863