Arq Wealth Advisors, LLC
About this Advisor
James Robinson is a financial advisor who works in Scottsdale, Arizona, with a total of 16 years of work experience. Robinson currently works for Arq Wealth Advisors, LLC. Their career trajectory has included roles at Financial Independence Group, Trajan Wealth, LLC and Arq Wealth Advisors, LLC. Robinson has a Series 65 license, designating them as an investment advisor representative, and is registered to work in Arizona and Texas. Arq Wealth Advisors, LLC is a registered investment firm headquartered in Scottsdale, Arizona. It controls $275 million in assets under management among its 819 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 819 client accounts, 32% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Arq Wealth Advisors, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees are based on which services the firm provides the client. However, fee types billed by Arq Wealth Advisors, LLC likely are comprised of any blend of 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
James Robinson Work History
James has 16 years of experience.
Arq Wealth Advisors, LLC
Trajan Wealth, LLC
Financial Independence Group
James Robinson has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Arq Wealth Advisors, LLC
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.