Joseph Phillip Arce
Investment adviser representative at The Norden Group LLC
12 yearsExperience
1 stateRegistered in
$2BFirm assets
3 yearsFirm in business
Are you Joseph Phillip Arce? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- The Norden Group LLCNov 2024 to now
- Key Bridge ComplianceMay 2023 to Aug 2024
- Wfa of San DiegoNov 2014 to Apr 2023
- Wheelerfrost - Wealth ManagersNov 2014 to Apr 2023
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 1 state (CA).
The Norden Group LLC
$2BAssets managed
1,531Clients
22Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3119142
- Firm CRD
- 323988