CoverProfile

Greg Yocum

Partner, Wealth Advisor, Director of Compliance

ARQ Wealth Advisors

United States, Arizona, Scottsdale

About Me

Greg Yocum began his career in the financial services industry in 1998. He is co-founder and Partner of ARQ Wealth Advisors. Greg graduated from Northern Arizona University in 1997 with a bachelor’s degree in business administration. He earned his Certified Financial Planner designation in 2004. Greg has attained the esteemed Accredited Investment Fiduciary (AIF designation). The AIF designation focuses on placing the client’s best interests ahead of all else. As a youth, Greg collected stamps, sports memorabilia and other investments he felt would appreciate over time. His passion for investing spilled over to Wall Street. One day while sitting down with his grandfather Greg vividly reme

View more

Profile Information

Partner, Wealth Advisor, Director of Compliance

ARQ Wealth Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Scottsdale

Arizona

United States

Aug 8, 2024

More profiles to browse

JG
Joseph Gilligan
Wealth Advisor
Profile Photo
Jay Robinson
Co-Founder & Partner
SJ
Samuel J. Castaneda, Jr.
Wealth Advisor
Profile Photo
Rich Siegel
Managing Partner, Wealth Advisor & Director of Finance & Investments

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
PM
Prtima MISHRA1
Software Engineer
PA TEST
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial