Andrew C. Dowell

ARKOS GLOBAL ADVISORS

Houston, TX 77027

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CRD#: 6733236

Professional summary

Andrew Caleb Dowell, who also goes by Cale Dowell, is a registered financial advisor currently at ARKOS GLOBAL ADVISORS, LLC located in Houston, Texas.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Andrew has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cale Dowell

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.

WDCD, LLC; INVESTMENT RELATED; 7602 MEADOWVALE DRIVE, HOUSTON, TX 77063; FAMILY INVESTMENT VEHICLE; OWNER; SINCE 10/01/2014; 1 HOUR/MONTH NOT DURING SECURITIES TRADING HOURS; MY BROTHER AND I USE THIS ENTITY TO PRIVATELY INVEST IN REAL ESTATE OR STARTUP COMPANIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Caleb Dowell's CRS (Customer Relationship Summary).

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®

None

Experience

Current

May 25, 2017 - Present

ARKOS GLOBAL ADVISORS, LLC

Office #1: 4400 Post Oak Pkwy Ste. 1950, Houston, TX 77027

RIA

CRD#: 287466

Houston, TX

Past

March 27, 2017 - April 26, 2017

MORGAN STANLEY

CRD#: 149777

HOUSTON, 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".

ARKOS GLOBAL ADVISORS, LLC

ARCHETYPE WEALTH PARTNERS, LLC | HARPER ADVISORS, LLC | ARKOS GLOBAL ADVISORS, LLC

CRD#: 287466 / SEC#: 801-110406

RIA

Registered Investment Advisory firm - (4/14/2017 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.

Highlighted states indicate IAR registrations

IAR

Texas
(5/25/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/27/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/26/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/27/2017

General Securities Representative Examination

Current Firm

ARKOS GLOBAL ADVISORS, LLC

ARCHETYPE WEALTH PARTNERS, LLC | HARPER ADVISORS, LLC | ARKOS GLOBAL ADVISORS, LLC

CRD#: 287466 / SEC#: 801-110406

RIA

Registered Investment Advisory firm - (4/14/2017 Approved)

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Contact information

Main Address

4400 Post Oak Pkwy Ste. 1950, Houston, TX 77027

Mailing Address

Phone number

(346) 352-2360

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ARKOS ADV2A BROCHURE (4/24/2025)

Regulatory assets under management

Total Number of Accounts	1,229
AUM (Assets Under Management)	$ 1,109,378,000

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.

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Andrew C. Dowell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Caleb Dowell's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARKOS GLOBAL ADVISORS, LLC

MORGAN STANLEY

Primary Firm SEC Registration

ARKOS GLOBAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/27/2017

SIE

Date: 4/26/2017

Series 7

Date: 3/27/2017

Current Firm

ARKOS GLOBAL ADVISORS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARKOS GLOBAL ADVISORS, LLC

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