Best Investors Account Sign in
Inactive

William Harcourt Lynn

Arq Wealth Advisors, LLC

Scottsdale, AZ

Claim This Profile
Current Employers
Arq Wealth Advisors, Llc

8605 E. Raintree Dr Ste. 240, Scottsdale, AZ 85260 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-01-19
  • AZ RA
    APPROVED
    Since 2024-01-19

Branch Locations

8605 E. Raintree Dr Ste. 240, Scottsdale, AZ 85260 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Republic Securities Company, Llc San Diego CA 02/2023 06/2023
First Republic Investment Management, Inc San Diego CA 06/2021 06/2023
Finz Seafood And Grill Salem MA 04/2014 12/2020
Partially Unemployed (Covid-19) Salem MA 03/2020 06/2020
Salem State University Salem MA 09/2014 12/2016
Salem State University Salem MA 05/2019 12/2020
Nexamp, Inc. Boston MA 01/2021 05/2021
Deloitte Us Boston MA 01/2020 02/2020
U.S. Bancorp Investments, Inc. El Cajon CA 09/2023 11/2023
Arq Wealth Advisors, Llc Scottsdale AZ 01/2024 Present
  • 02/2023 → 06/2023
    First Republic Securities Company, Llc
    San Diego, CA
  • 06/2021 → 06/2023
    First Republic Investment Management, Inc
    San Diego, CA
  • 04/2014 → 12/2020
    Finz Seafood And Grill
    Salem, MA
  • 03/2020 → 06/2020
    Partially Unemployed (Covid-19)
    Salem, MA
  • 09/2014 → 12/2016
    Salem State University
    Salem, MA
  • 05/2019 → 12/2020
    Salem State University
    Salem, MA
  • 01/2021 → 05/2021
    Nexamp, Inc.
    Boston, MA
  • 01/2020 → 02/2020
    Deloitte Us
    Boston, MA
  • 09/2023 → 11/2023
    U.S. Bancorp Investments, Inc.
    El Cajon, CA
  • 01/2024 → Present
    Arq Wealth Advisors, Llc
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-22
  • S66 Uniform Combined State Law Examination
    2023-11-22
Other Names
  • Will Lynn
  • William Harcourt Lynn
  • William Harcourt Lynn
  • William Harcourt Lynn
  • William H Lynn

View on SEC IAPD

Other Firms

BRIDGELIGHT CAPITAL LLC
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
IRONWOOD WEALTH ADVISORS, LLC
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR
CETERA INVESTMENT ADVISERS LLC
FAITH INVESTOR SERVICES
MERIDIAN WEALTH MANAGEMENT, LLC

Other Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

More in Scottsdale, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor