James
Robinson

Arq Wealth Advisors, LLC

CRD#6323466
Investment Advisor
in Scottsdale, AZ

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About this Advisor

James Robinson is a financial advisor based out of Scottsdale, Arizona, with 9 years of industry experience. Robinson is currently employed by Arq Wealth Advisors, LLC. During their career, Robinson has held roles at Financial Independence Group, Trajan Wealth, LLC and Arq Wealth Advisors, LLC. Robinson maintains a Series 65 license, designating them as an investment advisor representative, and can work in Arizona and Texas. Arq Wealth Advisors, LLC is a firm headquartered in Scottsdale, AZ. It oversees $420 million in assets among its 1,207 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm serves one charities and foundations. Of its 1,207 customer accounts, 39% are held by high-net-worth clients who have greater than $1 million in investable assets. Arq Wealth Advisors, LLC offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services typically are based on which services the firm provides the client. Fees charged by Arq Wealth Advisors, LLC most likely consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

14500 N. Northsight Blvd Suite 200
Scottsdale, AZ 85260

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Arq Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$420,007,117

AZ Average: $1,555,372,352
Total Number of Employees

10

AZ Average: 37
Total Number of Accounts

1,207

AZ Average: 1,370
Average Account Size

$347,976

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

James Robinson Work History

James has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Arq Wealth Advisors, LLC

2014 - 2014 (< 1 year)

Trajan Wealth, LLC

2004 - 2014 (10 years)

Financial Independence Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Robinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Arq Wealth Advisors, LLC

Samuel Castaneda
Scottsdale, AZ
Joseph Gilligan
Scottsdale, AZ
Gregory Yocum
Scottsdale, AZ
Richard Siegel
Scottsdale, AZ
James Robinson
Scottsdale, AZ
John Remm
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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