Gerald Allen Garner

Employer firm

Arkadios Wealth Advisors CRD 288863

$8.79B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2009 → 05/2023
  Ubs Financial Services Inc
  Birmingham, AL
• 05/2023 → Present
  Arkadios Capital
  Atlanta, GA
• 05/2023 → Present
  Arkadios Wealth
  Atlanta, GA

Previous Registrations

• 2009-03-25 → 2023-06-01
  Ubs Financial Services Inc.
  Birmingham, AL
  Nashville, TN
  Mountain Brook, AL
  Atlanta, GA
  Birmingham, AL
  Atlanta, GA
• 1999-01-11 → 2009-04-15
  Citigroup Global Markets Inc.
  Birmingham, AL
  Birmingham, AL

Other Businesses

1. Parks & Recreation Board / Mountain Brook United States,Alabama / No/ City Council Advisory board - parks & recreation / No / Other / member of a board committee / parks & recreation advisory board / Start Date 6/1/07 2. City Council Member / Mountain Brook, Alabama, United States - Start Date Oct. 2020. 3. Outside insurance sales with various carriers for life, annuity and long-term care Investment Related, Insurance sales, none, 2023-05-23,1 hours per month,1 hours per month during trading hours, Commission Compensation, Investment/financial advisor - sales of insurance products (life, annuity, long-term care) offered by various carriers. 4. Webb Garner Wealth Partners, DBA, investment related, 3125 Independence Dr. Ste 105 Homewood, AL 35209, Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services offered through Arkadios Wealth. Webb Garner Wealth Partners and Arkadios are not affiliated through any ownership.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-04
• S63 Uniform Securities Agent State Law Examination
  1998-11-30

Other Names

• Gerald Allen Garner
• Gerald A. Allen Garner