The Institute for the Fiduciary Standard

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Building a fiduciary culture of honesty, integrity, and expertise.

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ARQ Wealth Advisors, LLC

ARQ Wealth Advisors

ARQ Wealth Advisors, LLC

9375 E. Shea Blvd. Suite 100
Scottsdale, AZ 85260

480-214-9537; 480-214-9572
ARQWealth.com

Services

ARQ Wealth Advisors offers offers comprehensive wealth management, investment management and financial planning.  ARQ Wealth will work with clients remotely.

Compensation methods accepted
Assets Under Management (AUM)

Required education for senior advisors in the firm
CFP® (Certified Financial Planner)
CFA® (Chartered Financial Analyst)
Advanced education in Finance or related area
RICP ® – Retirement Income Certified Professional
AIF ® _ Accredited Investment Fiduciary

Link to SEC/state registration
https://adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=147351

 

 

Fiduciary Doings

Tamar Frankel and Phyllis Borzi

 

The Institute organized a meeting to discuss common interests on Reg BI, the states and advocacy on January 16 in Washington. 22 leaders from nine advisor and consumer advocacy organizations attended.

Here, Phyllis Borzi (left) and Tamar Frankel, Institute Board of Advisor members, are seen readying to depart an Institute dinner, the evening before, where they led discussions.

 

Clark Blackman (left) and Chris Cannon, Real Fiduciary Practices Board members

 

Fiduciary Institute colors fly at CFA Institute conference. Clark Blackman (left) and Chris Cannon, Real Fiduciary Practices Board members, wear their 'Fiduciaries Rock' hats at the CFA event in Fort Lauderdale.