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Ricky M
Series 63
Angleton, TX
Arkadios Wealth Advisors
Ricky Moore is a financial advisor at Arkadios Wealth Advisors with 31 years of industry experience. He holds a Series 63 designation and has worked at firms including SagePoint Financial and The Oak Financial Group, where he serves as president. Outside of his advisory role, Moore is a minister and pastor at Brazoria Church of Christ, involved in teaching, counseling, and church financial planning. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm employs an integrated operating model with an internal portfolio team offering discretionary management and a variety of investment strategies.
Jeremy V
Series 66
Angleton, TX
Arkadios Wealth Advisors
Jeremy Vernor is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 credential and bringing 21 years of industry experience. He has worked at Arkadios Wealth Advisors since 2021 and previously worked at Sagepoint Financial and The Oak Financial Group. Vernor is a board member and finance committee chair of the Brazoria County Community Foundation. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans, portfolio reporting, and financial planning, supported by an internal portfolio team that delivers models, strategies, and trade execution across diverse asset classes.
Shelby M
Series 63, Series 66
Angleton, TX
Arkadios Wealth Advisors
Shelby Moore is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Arkadios Wealth Advisors in 2021, Moore worked at SagePoint Financial and The Oak Financial Group. Outside of finance, Moore owns Wild Rose Ranch, a horse stable business operated by his daughter. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team and employs a multi-strategy approach that includes fundamental, technical, and cyclical analysis.
James R
Series 63, Series 65
Angleton, TX
Arkadios Wealth Advisors
James Rodgers is a financial advisor with Arkadios Wealth Advisors in Angleton, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has previously worked at SagePoint Financial and The Oak Financial Group, which he still owns. Rodgers is also a Dave Ramsey-approved financial coach and teaches Financial Peace University classes. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm employs fundamental, technical, and cyclical analysis and supports discretionary account management with an internal portfolio team that offers models and trade execution across multiple asset classes.
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