Michael QuinlivanCRD Number: 1001618
Current Firm: Pension Planning Solutions, Inc.
Michael Quinlivan (CRD# 1001618) is an Investment Advisor Representative working at Pension Planning Solutions, Inc. in Greensboro, NC and has over 35 years of experience in the finance industry.
Triad Financial Advisors, Inc.
Spartan Planning & Wealth Management
Oppenheimer & Company Inc.
|Presidium Retirement Advisers, Inc.||Greensboro, NC||Jul 2006 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1981|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Total Assets Under Management150MILLIONS
Total Number of Accounts23ACCOUNTS
Average Account Value$6,514,789
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)