Arq Wealth Advisors, LLC
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Arq Wealth Advisors, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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