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Christopher Trent Cottrell

Investment adviser representative at Arkadios Wealth Advisors
10 yearsExperience
1 stateRegistered in
$8.8BFirm assets
9 yearsFirm in business

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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

10 years in the industry.

  1. Arkadios Wealth AdvisorsJul 2024 to now
  2. Arkadios CapitalJul 2024 to now
  3. LPL Financial LLCFeb 2023 to Jul 2024
  4. Hi-fidelityJan 2021 to Aug 2023
  5. Axa/equitable Advisors - Harvest Future FinancialJun 2020 to Jul 2020
  6. Parkhill, Smith, and CooperJun 2019 to Aug 2019
  7. Morton IsdJun 2018 to Aug 2018
  8. Economic Development Corporation of SnyderJun 2017 to Jul 2017
  9. Trinity UniversityAug 2016 to Dec 2020

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (TX).

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
7269307
Firm CRD
288863
Advisor's SEC record (opens in a new tab)
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