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Gregory Courtland Yocum

ARQ Wealth Advisors, LLC

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About Gregory Courtland Yocum

Gregory Yocum is an investment advisor representative at ARQ Wealth Advisors, LLC, based in Scottsdale, AZ. Gregory has been in the financial services industry since 1998 and holds a Series 7, Series 63, and Series 65 license. Gregory is also a Certified Financial Planner. Gregory has experience providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pension and profit-sharing plans.

Firm Information

Gregory Yocum is currently registered with ARQ Wealth Advisors, LLC. ARQ Wealth Advisors, LLC is an investment advisor registered with the SEC. The firm, located in Scottsdale, Arizona, provides financial planning, portfolio management for individuals and businesses, and pension consulting services. ARQ Wealth Advisors manages approximately $520 million in assets for approximately 1342 clients, primarily high-net-worth individuals and individuals other than high-net-worth.
ARQ Wealth Advisors, LLC

14500 N. NORTHSIGHT BLVD

SCOTTSDALE, AZ 85260

$520.12M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gregory Yocum’s Registration & Firm History

AZ

06/26/2013 - Present

ARQ Wealth Advisors, LLC (SCOTTSDALE AZ)

AZ

08/13/1998 - 07/21/2008

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

KS

02/13/1998 - 07/30/1998

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 08/08/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/21/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/09/2002

Series 7 - General Securities Representative Examination

BC

Issued 12/23/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Courtland Yocum.
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