Richard Quirion, financial advisor Bloomfield CT

Richard Quirion

CRD Number: 1935594
Current Firm: Commonwealth Financial Network

Richard Quirion (CRD# 1935594) is an Investment Advisor Representative working at Commonwealth Financial Network in Bloomfield, CT and has over 34 years of experience in the finance industry. Richard Quirion has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advice And Planning Services
Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Apr 2022 - Current 1
Arq Financial Group, LLC Bloomfield, CT Apr 2022 - Current 1
Wells Fargo Clearing Services, LLC Bloomfield, CT Nov 2016 - Apr 2022 5
Wells Fargo Advisors LLC Bloomfield, CT May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1989
S65 NASAA Investment Advisors Law Examination Aug 1998
Contact Info for Richard A. Quirion
Phone Number: 781-736-0700
Registered State(s):
  • CT
  • MA
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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