Kendall Southerland Dubose
Investment adviser representative at Arkadios Wealth Advisors
12 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
12 years in the industry.
- Arkadios Wealth AdvisorsAug 2023 to now
- Arkadios CapitalAug 2023 to now
- JPMorgan Chase Bank, NADec 2019 to Aug 2023
- JPMorgan Securities, LLC.Dec 2019 to Aug 2023
- UnemployedOct 2019 to Nov 2019
- Sonder IncAug 2018 to Sep 2019
- UnemployedJul 2018 to Jul 2018
- UnemployedJun 2018 to Jun 2018
- Chick Fil AAug 2014 to May 2018
- Georgia College and State UniversityAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7217159
- Firm CRD
- 288863