Carson Quinnell (CRD# 6423611) is an Investment Advisor Representative working at Investment Management Group in Billings, MT and has 1 year of experience in the finance industry.
CRD# 2759083
D.a. Davidson & Company
CRD# 4974354
Allied Investment Advisors LLC
CRD# 4470329
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stockman Wealth Management | Glendive, MT | Jul 2022 - Current | 1 |
| Ups | Lakeville, MN | Oct 2018 - Jul 2022 | 3 |
| Bozeman Arborcare | Bozeman, MT | Aug 2016 - Oct 2018 | 2 |
| Alpine Orthopedics | Bozeman, MT | May 2016 - Aug 2016 | < 1 |
| Us Bank | Bozeman, MT | Aug 2015 - May 2016 | < 1 |
| Montana State University | Bozeman, MT | Aug 2012 - May 2016 | 3 |
| Northwestern Mutual | Bozeman, MT | Jan 2015 - Aug 2015 | < 1 |
| Stockman Insurance | Glendive, MT | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- MT
-
Total Assets Under Management4,779MILLIONS
-
Total Number of Accounts2,303ACCOUNTS
-
Average Account Value$2,075,210
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
AZ, CA, FL, MN, MT, ND, NE, NV, NY, OR, SD, TX, WA, WI, WY
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