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 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

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, Fixed Fees

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

$275,271,584

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

9

AZ Average: 37
Total Number of Accounts

819

AZ Average: 1,370
Average Account Size

$336,107

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 (2 years)

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.

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.

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