Arq Wealth Advisors, LLC
About this Advisor
Joseph Gilligan is a financial advisor operating out of Scottsdale, Arizona, with a total of 11 years in the industry. Gilligan is on the advisory team at 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, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona. Arq Wealth Advisors, LLC is a business that has its headquarters in Scottsdale, Arizona. It manages $275 million in assets under management across its 819 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 819 client accounts, 32% belong to high-net-worth individuals who have more than $1 million in assets. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services are based on which services the firm provides the client. However, fee types billed by Arq Wealth Advisors, LLC can consist of some combination 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
Joseph Gilligan Work History
Joseph has 11 years of experience.
Arq Wealth Advisors, LLC
J.P. Morgan Chase Bank, Na
J.P. Morgan Securities Inc
Joseph Gilligan 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.