JH
Joseph F. Harding
ARCADIA WEALTH LLC
Phoenix, AZ 85014
Some features on this profile are disabled
CRD#: 7331211
JH
Professional summary
Joseph Fredrick Harding is a registered financial advisor currently at ARCADIA WEALTH LLC located in Phoenix, Arizona.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Joseph has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1.) NAME OF OB: PHOENIX UNITED REFORMED CHURCH ADDRESS: 2002 E MISSOURI AVE, PHOENIX, AZ 85016 NATURE: CHURCH INVESTMENT RELATED: NO TITLE WITH OB: TREASURER AND ASSISTANT TREASURER DUTIES: PREPARE AND MAINTAIN CHURCH BUDGET MONTHLY AND PRESENT FINANCIALS TO CHURCH LEADERSHIP AND CONGREGATION, MEMBER OF THE FINANCE COMMITTEE, TEND TO CHURCH BENEVOLENCE ISSUES, ATTEND MONTHLY DEACON AND COUNCIL MEETINGS START DATE: 01/01/2019 APPROX. NUMBER OF HOURS/MONTH: 15 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 4
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Fredrick Harding's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 17, 2021 - Present
ARCADIA WEALTH LLC
Office #1: 1430 E Missouri Ave, Suite B269, Phoenix, AZ 85014RIA
CRD#: 312464
Phoenix, AZ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(3/17/2021)
Current Firm
AW
ARCADIA WEALTH LLC
ARCADIA WEALTH LLC | TELOS FINANCIAL PLANNING & TAX LLC | HOLOS FINANCIAL, LLC
CRD#: 312464 / SEC#:
Arizona
Registered Investment Advisory firm - (3/17/2021 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1430 E Missouri Ave, Suite B269, Phoenix, AZ 85014
Mailing Address
Phone number
(602) 560-5638
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
