Arq Wealth Advisors, LLC
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About this Advisor
Gregory Yocum is a certified financial planner based in Scottsdale, Arizona. Currently an investment advisor with Arq Wealth Advisors, LLC, Yocum has 13 years of professional experience in the financial advisory industry. Yocum has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Yocum is able to act as an advisor based out of Arizona and Texas. Throughout their career, Yocum has worked at Arq Wealth Advisors, LLC and Bay Properties. Arq Wealth Advisors, LLC is based out of Scottsdale, Arizona. As a company, Arq Wealth Advisors, LLC oversees $275 million in assets dispersed across 819 accounts and employs nine staff members. The firm's total assets under management makes it one of the mid-sized investment advisory firms in the nation. The firm manages 816 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 32% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Arq Wealth Advisors, LLC provides financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm's fees may include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Arq Wealth Advisors, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Gregory Yocum Work History
Gregory has 13 years of experience.
Arq Wealth Advisors, LLC
Gregory Yocum has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Arq Wealth Advisors, LLC