Benjamin F. Edwards & Company
45yrs
Top advisor by experience in Dothan
27yrs
Charles Lee is a fiduciary financial advisor in Dothan, Alabama, with 27 years in the industry. Charles joined Arkadios Wealth Advisors in 2025, after 15 years at Morgan Stanley and ten years at Merrill. Arkadios Wealth Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 92 advisors with offices in Dothan, and one of 80 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 24% by experience in Dothan
Office104 Adris Place, Dothan, AL 36303
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$516,266
Advisors at the firm219
States licensed ?1 state
Services through Arkadios Wealth Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2025 – nowArkadios Wealth AdvisorsCurrent firm
- 2010 – 2025Morgan StanleyPreviously
- 2000 – 2010MerrillPreviously
Contact Charles
(404) 445-0035Firm headquarters in Atlanta, GA. Ask for Charles. 104 Adris PlaceDothan, AL 36303Office · Get directions LinkedIn pageArkadios Wealth Advisors
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Questions to ask Charles
Tailored to Charles’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Charles
How do I contact Charles?
Call Arkadios Wealth Advisors at (404) 445-0035 and ask for Charles Lee. Charles works from the Dothan, AL office.
How long has Charles been a financial advisor?
Charles has been in the industry since 2000, about 27 years. Top 24% by experience in Dothan.
What licenses does Charles hold?
Series 66. Tap any license on this page to see what it allows.
Is Charles a fiduciary?
Charles is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Charles paid?
Arkadios Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Charles for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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