Stacey Quinn (CRD# 4531528) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Concord, CA and has over 21 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tmq Holdings LLC | Reno, NV | Dec 2023 - Current | < 1 |
| Quinn Property And Casualty | Reno, NV | Jan 2023 - Current | 1 |
| Lspn Pro, LLC | Lindon, UT | Feb 2022 - Current | 2 |
| Legacy Shield | Ponte Vedra Beach, FL | Dec 2019 - Current | 4 |
| Phoenix Leadership Development, Inc. | Concord, CA | Apr 2015 - Current | 9 |
| Transamerica Financial Advisors, Inc. | Concord, CA | Jan 2012 - Current | 12 |
| Wfgia | Concord, CA | Mar 2002 - Current | 22 |
| Netlaw Inc. | Louisville, KY | Mar 2019 - Jan 2024 | 4 |
| Aflac | Concord, CA | Feb 2009 - Jul 2019 | 10 |
| Legacy Realty And Loan | Dublin, CA | May 2006 - Jun 2019 | 13 |
| Sqv Inc. | Concord, CA | Sep 2007 - Apr 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2003 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2009 |
- CA
- NV
- TX
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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