Margaret Quinn, financial advisor Chicago IL
96 score

Margaret Quinn

CRD Number: 1132828
Current Firm: Paradigm Wealth Management, LLC

Margaret Quinn (CRD# 1132828) is an Investment Advisor Representative working at Paradigm Wealth Management, LLC in Chicago, IL and has over 30 years of experience in the finance industry. Margaret Quinn 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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Professional Designations
Company Name Location Dates Years
Paradigm Wealth Management, LLC Chicago, IL Dec 2014 - Current 2
Paradigm Wealth Management, LLC Westlake, OH Feb 2013 - Dec 2014 1
Unemployed Chicago, IL Sep 2012 - Jan 2013 < 1
Whitnell & Company Oak Brook, IL Feb 2012 - Aug 2012 < 1
Unemployed Chicago, IL Jun 2011 - Feb 2012 < 1
Charles Schwab Bank Chicago, IL Feb 2005 - Jun 2011 6
Charles Schwab & Company, Inc. Chicago, IL Feb 2002 - Jun 2011 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1986
S65 NASAA Investment Advisors Law Examination Jun 1998
Contact Info for Margaret M. Quinn
Phone Number: 440-892-5900
Firm Website: http://www.investpwm.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    143
    MILLIONS
  • Total Number of Accounts
    311
    ACCOUNTS
  • Average Account Value
    $460,450
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

IL, OH

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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