Robert O'quinn (CRD# 6074316) is an Investment Advisor Representative working at Scharf Investments, LLC in Jacksonville, FL and has over 11 years of experience in the finance industry. Robert O'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.
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6562089
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arcus Capital Partners, LLC | Jacksonville, FL | Jul 2019 - Current | 4 |
| Scharf Investments, LLC | Scotts Valley, CA | Jan 2018 - Jul 2019 | 1 |
| Bank Of America, N.a. | Jacksonville, FL | May 2015 - Jan 2018 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | Apr 2015 - Jan 2018 | 2 |
| Fidelity Brokerage Services, LLC | Jacksonville, FL | May 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- FL
- GA
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Total Assets Under Management4,541MILLIONS
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Total Number of Accounts1,603ACCOUNTS
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Average Account Value$2,832,555
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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