Joseph
Gilligan

Arq Wealth Advisors, LLC

CRD#2617604
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Joseph Gilligan is a financial advisor based in Scottsdale, Arizona, with 10 years of experience as a financial advisor. Gilligan is an employee of Arq Wealth Advisors, LLC. Throughout their career, Gilligan has worked at J.P. Morgan Securities Inc, J.P. Morgan Chase Bank, Na and Arq Wealth Advisors, LLC. Gilligan maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona. Arq Wealth Advisors, LLC is a company that has its headquarters in Scottsdale, Arizona. It has $247 million in assets across its 791 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 791 client accounts, 29% are associated with high-net-worth individuals who have more than $1 million in investable assets. Arq Wealth Advisors, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management typically depend on which services are provided. Fees charged by Arq Wealth Advisors, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

14500 N. Northsight Blvd, Ste, 200
Scottsdale, AZ 85260

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Arq Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$246,594,100

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

7

AZ Average: 37
Total Number of Accounts

791

AZ Average: 1,370
Average Account Size

$311,750

AZ Average: $1,135,308

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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

Joseph Gilligan Work History

Joseph has 11 years of experience.

2019 - Present (1 year)

Arq Wealth Advisors, LLC

2016 - 2019 (3 years)

J.P. Morgan Chase Bank, Na

2009 - 2019 (10 years)

J.P. Morgan Securities Inc

Disclosures

Joseph Gilligan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Arq Wealth Advisors, LLC

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

This content was compiled from the SEC and FINRA.

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