Mark Quinn (CRD# 1246087) is an Investment Advisor Representative working at Greenfield Financial Services, LLC in Coventry, CT and has over 39 years of experience in the finance industry.
CRD# 2756063
Advice And Planning Services
CRD# 5623606
Citizens Securities, Inc.
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenfield Financial Services, LLC | Coventry, CT | Nov 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1984 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1992 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CT
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Total Assets Under Management4MILLIONS
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Total Number of Accounts10ACCOUNTS
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Average Account Value$446,156
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CT
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