Zachary T. Gorres
Professional summary
Zachary Thomas Gorres, CFP®, who also goes by Zach Thomas Gorres, Zachary Gorres, is a registered financial advisor currently at ARKADIOS WEALTH ADVISORS located in Chalmette, Louisiana and ARKADIOS CAPITAL located in Chalmette, Louisiana.
Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Zachary has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Thomas Gorres's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2023
Experience
June 20, 2024 - Present
ARKADIOS WEALTH ADVISORS
Office #1: 1801 E. Judge Perez Drive, Chalmette, LA 70043June 20, 2024 - Present
ARKADIOS CAPITAL
Office #1: 1801 E. Judge Perez Dr, Chalmette, LA 70043December 14, 2016 - June 25, 2024
LPL FINANCIAL LLC
December 14, 2016 - June 25, 2024
LPL FINANCIAL LLC
November 8, 2013 - December 14, 2016
MSI FINANCIAL SERVICES, INC.
March 20, 2012 - December 14, 2016
MSI FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
ARKADIOS WEALTH ADVISORS
CRD#: 288863 / SEC#: 801-110833
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
FINRA
Current Firm
ARKADIOS WEALTH ADVISORS
CRD#: 288863 / SEC#: 801-110833
Contact information
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.
Company Information
ARKADIOS WEALTH ADVISORS
CRD#: 288863Chalmette, LA 70043TRUST BUT VERIFY
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