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Arq Wealth Advisors, LLC financial advisors in Scottsdale, AZ
Every SEC-registered investment adviser representative at a Arq Wealth Advisors, LLC office in Scottsdale, A to Z.
The short answer
12 registered advisors work at Arq Wealth Advisors, LLC in Scottsdale, out of 14 at the firm nationwide; it ranks number 33 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Arq Wealth Advisors, LLC advisors in Scottsdale, A to Z
Every Arq Wealth Advisors, LLC advisor →- Jake R. CrosbyInvestment adviser rep
- Joseph C. Gilligan Jr.Investment adviser rep
- William D. LeeCertified Financial Planner, Chartered Financial Analyst
- William H. LynnInvestment adviser rep
- Carl S. MarinerCertified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Zachary K. PotterCertified Financial Planner
- Tracy RiordanInvestment adviser rep
- James N. RobinsonInvestment adviser rep
- Jerad R. RosburgInvestment adviser rep
- Tristen T. ShefflerCertified Financial Planner
- Richard A. SiegelCertified Financial Planner
- Rebecca G. WagnerCertified Financial Planner
Arq Wealth Advisors, LLC advisors in every city and state →Arq Wealth Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Arq Wealth Advisors, LLC advisors in other cities
Other firms in Scottsdale
All Scottsdale advisors →Vanguard Advisers, Inc. 630Osaic Wealth, Inc. 291United Planners' Financial Services Of America A Limited Partner 154Wells Fargo Clearing Services, LLC 147Merrill Lynch, Pierce, Fenner & Smith Incorporated 135Morgan Stanley 127LPL Financial LLC 109Cetera Investment Advisers LLC 73Ameriprise Financial Services, LLC 69Strategic Advisers LLC 56MML Investors Services, LLC 50Equitable Advisors, LLC 49
Questions
How many financial advisors does Arq Wealth Advisors, LLC have in Scottsdale?
12 investment adviser representatives are registered at Arq Wealth Advisors, LLC offices in Scottsdale, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 14 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Arq Wealth Advisors, LLC one of the largest advisor employers in Scottsdale?
Arq Wealth Advisors, LLC ranks number 33 in Scottsdale by registered advisors; Vanguard Advisers, Inc. has the most, with 630.
How do I check a Arq Wealth Advisors, LLC advisor in Scottsdale?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Arq Wealth Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.