Samuel
Castaneda
Arq Wealth Advisors, LLC
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About this Advisor
Samuel Castaneda is a certified financial planner operating out of Scottsdale, Arizona with 4 years of relevant experience. Castaneda is on the advisory team at Arq Wealth Advisors, LLC. The advisor has gained experience at Contango Capital Advisors, Inc, National Bank Of Arizona, Arq Wealth Advisors, LLC and Lpl Financial LLC. Castaneda holds a Series 63 license, certifying them as a securities representative, and is registered to work in Arizona. Arq Wealth Advisors, LLC is a financial advisory business headquartered in Scottsdale, AZ. It handles $420 million in assets among its 1,207 client accounts, making it one of the larger firms in the United States by assets under management. The firm serves one charitable organizations. Of its 1,207 customer accounts, 39% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules usually are based on the financial services provided. However, fee types charged by Arq Wealth Advisors, LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arq Wealth Advisors, LLC Brokerage Details
$420,007,117
10
1,207
$347,976
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Samuel Castaneda Work History
Samuel has been registered as a financial advisor for 4 years.*
Arq Wealth Advisors, LLC
Lpl Financial LLC
Contango Capital Advisors, Inc
National Bank Of Arizona
*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 Samuel Castaneda 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
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
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.
