Tom Quirk (CRD# 2468018) is an Investment Advisor Representative working at Lpl Financial LLC in Catonsville, MD and has over 29 years of experience in the finance industry. Tom Quirk 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.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2185673
Cornerstone Advisory
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Catonsville, MD | Oct 2018 - Current | 5 |
| Retirement & Investment Group LLC | Catonsville, MD | Sep 2008 - Current | 15 |
| Retirement & Investment Group LLC | Cantonsville, MD | Aug 2007 - Current | 16 |
| Community College Of Baltimore County | Baltimore, MD | Jun 2006 - Current | 17 |
| Baltimore County Council Towson | Towson, MD | Sep 2009 - Dec 2022 | 13 |
| Raymond James Financial Services Advisors, Inc. | Catonsville, MD | Jan 2009 - Oct 2018 | 9 |
| Raymond James Financial Services | Cantonsville, MD | Jan 2007 - Oct 2018 | 11 |
| N/a | Catonsville, MD | Aug 2007 - Mar 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1994 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1997 |
- MD
- TX
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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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