CA
Chris R. Albertson
ARKADIOS WEALTH ADVISORS
FORT WORTH, TX 76107
Some features on this profile are disabled
CRD#: 5701594
CA
Professional summary
Chris R. Albertson, who also goes by Chris R Albertson, is a registered financial advisor currently at ARKADIOS WEALTH ADVISORS located in Fort Worth, Texas and ARKADIOS CAPITAL located in Fort Worth, Texas.
Chris is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Chris has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris R Albertson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Liberty Bankers Life, Investment Related, At Reported Business Location(s), Non-Variable Insurance, General Agent, Started 01/10/2017, 10 Hours Per Month/0 Hours During Securities Trading - Fixed insurance. 2. Atlantic Coast Life, Investment Related, At Reported Business Location(s), Non-Variable Insurance, Agent, Started 08/04/2017, 1 Hour Per Month During Securities Trading. 3. Simplicity - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/09/2019 - 2 Hours Per Month/1 Hour During Securities Trading. 4. Stewardship Wealth Management LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/23/2020 - 160 Hours Per Month During Securities Trading. 5. Stewardship Capital Management LLC - Investment Related - Home Based - Business Owner - CEO - Start Date: 10/01/2021 - 5 Hours Per Month/1 Hour During Securities Trading. 6. Stewardship Capital Management, LLC - Investment Related - Home Based - Real Estate Rental - CEO - Start Date: 09/01/2021 - 5 Hours Per Month/1 Hour During Securities Trading. 7. Pacific Guardian Life - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Start Date - 10/01/2022 - 5 Hours Per Month/5 Hours During Securities Trading 8. Aspida - Investment Related - At Reported Business Location(s) - Non-Variable Insurance -Financial Advisor - Start Date - 10/01/2022 - 5 Hours Per Month/5 Hours During Securities Trading 9. Guarantee Income Life Insurance Company - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 12/13/2022 - 2 Hours Per Month/2 Hours During Securities Trading 10. Truchoice Annuity, Is Investment Related,1701 River Run Ste 904, Fort Worth, TX, 76107-6553, Fixed and Fixed Indexed Annuity Brokerage, FA, 8/25/2025, 1 hours per month,1 hours per month during trading hours, Commission Compensation, Fixed and Fixed Indexed Annuity Brokerage Firm 11.Equitrust, Is Investment Related,1701 River Run Ste 904, Fort Worth, TX, 76107-6553, Fixed Annuity Business, FA, 8/25/2025, 1 hours per month,1 hours per month during trading hours, Commission Compensation, Fixed Annuity Business 12.Stewardship Tax Consultants, Is Not Investment Related, 1701 River Run ste 904, Fort Worth, TX, 76107, Tax prep/planning, Founder, 11/1/2025, 5 hours per month,5 hours per month during trading hours, Fee Based Compensation, Stewardship Tax Consultants will work in conjunction with Stewardship Wealth Management, filing tax returns and tax holding tax planning meetings with SWM clients and referrals. Merrit Mitchell, CPA, will be the compliance behind the tax division. All fees will be billed separately and through STC. 13.Farmers Life, Is Investment Related,1701 River Run Ste 904, Fort Worth, TX, 76107, Fixed Annuity Business, Agent, 2/21/2025, 3 hours per month,2 hours per month during trading hours, Commission Compensation, Fixed Annuities 14.Ash Brokerage, Is Investment Related, 1701 River Run ste 904, , Ft Worth, TX, 76107, Fixed INDEXED Annuities and Life Insurance, Agent, 2/21/2025, 3 hours per month,2 hours per month during trading hours, Commission Compensation, Fixed Indexed Annuities and Life Insurance 15.Heartland National, Is Investment Related, 1701 River Run ste 904, Ft Worth, TX, 76107, Fixed Annuity Business, Agent, 2/21/2025, 3 hours per month, 2 hours per month during trading hours, Commission Compensation, Fixed Annuities
CRS (Client Relationship Summary) - RIA
Click below to view Chris R. Albertson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 22, 2024 - Present
ARKADIOS WEALTH ADVISORS
Office #1: 1701 River Run Ste 904, Fort Worth, TX 76107RIA
CRD#: 288863
FORT WORTH, TX
Current
July 22, 2024 - Present
ARKADIOS CAPITAL
Office #1: 1701 River Run Ste 904, Fort Worth, TX 76107BD
CRD#: 282710
FORT WORTH, TX
Past
November 6, 2018 - August 1, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
FT. WORTH, TX
Past
February 6, 2017 - July 23, 2019
WESTERN WEALTH MANAGEMENT LLC
RIA
CRD#: 283545
Ft Worth, TX
Past
January 17, 2017 - May 23, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
FT. WORTH, TX
Past
August 5, 2016 - August 1, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
FT. WORTH, TX
Past
May 16, 2013 - August 8, 2016
BBVA SECURITIES INC.
BD
CRD#: 27060
FORT WORTH, TX
Past
May 20, 2011 - May 16, 2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC
BD
CRD#: 17086
BENBROOK, TX
Past
August 12, 2010 - November 8, 2010
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
LUBBOCK, TX
Past
August 31, 2009 - July 14, 2010
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
ARLINGTON, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ARKADIOS WEALTH ADVISORS
1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS
CRD#: 288863 / SEC#: 801-110833
RIA
Registered Investment Advisory firm - (7/17/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/8/2024)
RR
Alaska(7/22/2024)
RR
Arizona(7/22/2024)
RR
Arkansas(7/22/2024)
RR
California(7/22/2024)
RR
Colorado(7/22/2024)
RR
Florida(7/22/2024)
RR
Georgia(7/22/2024)
RR
Hawaii(7/22/2024)
RR
Idaho(7/22/2024)
RR
Illinois(7/22/2024)
RR
Kansas(7/22/2024)
RR
Kentucky(8/29/2025)
RR
Maryland(7/22/2024)
RR
Minnesota(7/22/2024)
RR
Mississippi(7/22/2024)
RR
Missouri(7/22/2024)
RR
Nevada(7/22/2024)
RR
New Jersey(7/22/2024)
RR
New Mexico(7/22/2024)
RR
New York(7/22/2024)
RR
North Carolina(7/22/2024)
RR
Ohio(7/22/2024)
RR
Oklahoma(7/22/2024)
RR
Pennsylvania(7/22/2024)
RR
South Dakota(7/22/2024)
RR
Tennessee(7/22/2024)
RR
Texas(7/22/2024)
IAR
Texas(7/22/2024)
RR
Virginia(7/22/2024)
RR
Washington(7/22/2024)
RR
Wisconsin(7/22/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AW
ARKADIOS WEALTH ADVISORS
1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS
CRD#: 288863 / SEC#: 801-110833
RIA
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Contact information
Main Address
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305
Mailing Address
Phone number
(404) 445-0035
Established
Firm type
Fiscal year end
# of Employees
188
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,091 |
| AUM (Assets Under Management) | $ 3,856,398,203 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
