Raleigh, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$7,392,929,362
ClientsTotal clients
14,320
AdvisorsAdvisors at this office
3
Of 217 advisors across 103 offices
Location
8313 Six Forks Road, Suite 209
Raleigh NC 27615
Advisors at this office
3
Advisors at this office
Jennifer B
Series 65
Raleigh, NC
Arkadios Wealth Advisors
Jennifer Bradley is a financial advisor with Arkadios Wealth Advisors in Raleigh, NC, holding a Series 65 credential and one year of industry experience. She is also the owner and founder of Bradley Law Firm, PLLC dba Triangle Smart Divorce, where she oversees legal operations and serves as CFO. Additionally, Jennifer manages a solar power company, Stitch Power, LLC. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with investment and wealth management services, offering customized investment plans supported by an internal portfolio team and access to third-party money managers. The firm’s integrated operating model includes advisor-managed accounts, a bundled wrap program, and fiduciary services for retirement plans.
Patrick S
Series 63, Series 65
Raleigh, NC
Arkadios Wealth Advisors
Patrick Simpkins is a financial advisor at Arkadios Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Arkadios since 2019, following eight years at Triad Advisors. Outside of his advisory role, he serves on the board of 127 Haven, a nonprofit focused on building a school in Uganda. Arkadios Wealth Advisors is an SEC-registered, multi-team firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans utilizing various portfolio management strategies and combines fundamental, technical, and cyclical analysis to tailor solutions to client risk profiles.
Evan L
Series 66
Raleigh, NC
Arkadios Wealth Advisors
Evan Lockwood is a financial advisor with Arkadios Wealth Advisors in Raleigh, NC, holding a Series 66 credential and three years of industry experience. Prior to his current role, he served in the Army National Guard for 11 years and worked with the Baltimore City Police Department. Outside of advising, he leads the tax division at Proximity Financial Partners and Proximity Tax Strategies, providing tax planning and preparation services. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a combination of advisor-managed accounts, third-party money managers, and an internal portfolio team that supports discretionary account management through fundamental, technical, and cyclical analysis.
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