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James Nelson Robinson

ARQ Wealth Advisors, LLC

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About James Nelson Robinson

James Robinson is an Investment Advisor Representative with Arq Wealth Advisors, LLC, in Scottsdale, AZ. James has been with Arq Wealth Advisors, LLC, since September 2014. The firm has an office in Scottsdale, AZ and has approximately 8 Investment Advisor Representatives. They offer financial planning, pension consulting, and portfolio management services. James is registered with the State of Arizona and the State of Texas. James obtained the Series 65 Uniform Investment Adviser Law Examination in April 2014. The firm's total regulatory assets under management are over $520 million. James has specialized in investment advisory services for high net worth individuals and individuals other than high net worth individuals.

Firm Information

James Robinson 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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James Robinson’s Registration & Firm History

AZ

10/27/2016 - Present

ARQ Wealth Advisors, LLC (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 04/09/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Nelson Robinson.
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