James RobinsonCRD Number: 6323466
Current Firm: Arq Wealth Advisors, LLC
James Robinson (CRD# 6323466) is an Investment Advisor Representative working at Arq Wealth Advisors, LLC in Scottsdale, AZ and has over 3 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Arq Wealth Advisors, LLC||Scottsdale, AZ||Sep 2014 - Current||2|
|Trajan Wealth, LLC||Scottsdale, AZ||Mar 2014 - Sep 2014||< 1|
|Financial Independence Group||Cornelius, NC||Jan 2004 - Feb 2014||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2014|
Total Assets Under Management118MILLIONS
Total Number of Accounts404ACCOUNTS
Average Account Value$292,364
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, TX