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James Nelson Robinson

ARQ WEALTH ADVISORS, LLC·SCOTTSDALE, Arizona
Series 65Clean record12 years registeredARQ WEALTH ADVISORS, LLC
14500 N. NORTHSIGHT BLVD, SCOTTSDALE, AZ 85260CRD# 6323466Firm CRD# 147351

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Nelson Robinson · SCOTTSDALE, AZ
Registration
CRD #6323466 · ARQ WEALTH ADVISORS, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

ARQ WEALTH ADVISORS, LLC
Oct 2014 – present
TRAJAN WEALTH, L.L.C.
Apr 2014 – Sep 2014
SCOTTSDALE, AZ
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 23, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARQ WEALTH ADVISORS, LLC
CRD 147351 · SEC 801-107346
AUM
$520M
Regulatory assets under management
Employees
11
1,342 client accounts
Services offered by ARQ WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ARQ WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does James Nelson Robinson offer?
James Nelson Robinson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are James Nelson Robinson's credentials?
James Nelson Robinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Nelson Robinson located?
James Nelson Robinson is based in SCOTTSDALE, Arizona, working with ARQ WEALTH ADVISORS, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does James Nelson Robinson charge for services?
James Nelson Robinson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARQ WEALTH ADVISORS, LLC?
ARQ WEALTH ADVISORS, LLC has approximately 11 employees and manages $520M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ARQ WEALTH ADVISORS, LLC

John Christopher Remm
SCOTTSDALE, AZ
Richard Alan Siegel
SCOTTSDALE, AZ
Gregory Courtland Yocum
SCOTTSDALE, AZ

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Research
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