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William Harcourt Lynn

ARQ Wealth Advisors, LLC

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About William Harcourt Lynn

William Harcourt Lynn is a financial advisor with over 2 years of experience in the industry. William is currently registered as an Investment Advisor Representative with Arq Wealth Advisors, LLC in Scottsdale, Arizona. Previously, William held positions at U.S. Bancorp Investments, Inc. and First Republic Securities Company, LLC. William holds the Series 7TO and Series 66 licenses and the SIE exam certification. William specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services to individuals and high-net-worth clients.

Firm Information

William Lynn 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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William Lynn’s Registration & Firm History

AZ

01/19/2024 - Present

ARQ Wealth Advisors, LLC (SCOTTSDALE AZ)

CA

09/19/2023 - 12/07/2023

U.S. BANCORP INVESTMENTS, INC. (EL CAJON CA)

CA

03/01/2023 - 06/22/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 11/22/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/28/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Harcourt Lynn.
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