Zachary Quinn (CRD# 6387316) is an Investment Advisor Representative working at Lpl Financial LLC in Bloomington, IL and has over 3 years of experience in the finance industry.
CRD# 1743751
Cetera Investment Advisers LLC
CRD# 1882111
Nepsis, Inc.
CRD# 6798327
Pacesetter Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Bloomington, IL | Aug 2021 - Current | 2 |
| Vale Church | Bloomington, IL | Aug 2020 - Aug 2021 | 1 |
| Country Capital Management Company | Bloomington, IL | Mar 2021 - Jul 2021 | < 1 |
| Country Trust Bank | Bloomington, IL | Mar 2021 - Jul 2021 | < 1 |
| Country Insurance Affiliates | Bloomington, IL | Mar 2021 - Jul 2021 | < 1 |
| Scottsdale Wealth Planning, Inc. | Scottsdale, AZ | Jan 2020 - Aug 2020 | < 1 |
| Investment Planners, Inc. | Bloomington, IL | May 2016 - Dec 2019 | 3 |
| Sean P. Craig | Bloomington, IL | Jul 2014 - Dec 2019 | 5 |
| Ipi Wealth Management, Inc. | Bloomington, IL | Jul 2014 - Dec 2019 | 5 |
| Lincoln College | Normal, IL | Aug 2016 - Jun 2019 | 2 |
| Grossingers Motors Area | Bloomington, IL | Aug 2014 - Aug 2016 | 2 |
| Heartland Community College | Normal, IL | Aug 2013 - May 2016 | 2 |
| Us Cellular Coliseum | Bloomington, IL | Jan 2013 - Mar 2015 | 2 |
| Kroger Pharmacy | Bloomington, IL | Mar 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
| S63 | Uniform Securities State Law Examination | Jun 2021 |
- IL
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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