Quinton McDermott (CRD# 6642163) is an Investment Advisor Representative working at Intellectus Partners, LLC in San Francisco, CA and has over 6 years of experience in the finance industry. Quinton McDermott 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# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intellectus Partners, LLC | San Francisco, CA | Feb 2024 - Current | < 1 |
| Spg Advisors LLC | Kirkland, WA | Apr 2018 - Feb 2024 | 5 |
| Strategic Benefits, Inc. Dba Sound Planning Group | Kirkland, WA | Oct 2017 - Feb 2024 | 6 |
| Stevens Pass Mountain Resort, LLC | Skykomish, WA | Dec 2017 - Mar 2019 | 1 |
| Penn Mutual Life Insurance Company | Horsham, PA | Feb 2016 - Oct 2017 | 1 |
| Act 3 Catering | Tukwila, WA | Aug 2015 - Jan 2016 | < 1 |
| Pro Sport Club | Bellevue, WA | Sep 2009 - Aug 2015 | 5 |
| Madrona Distribution Inc. | Redmond, WA | Sep 2014 - May 2015 | < 1 |
| Bellingham Grocery Outlet | Bellingham, WA | Mar 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- CA
-
Total Assets Under Management1,169MILLIONS
-
Total Number of Accounts902ACCOUNTS
-
Average Account Value$1,295,553
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, NC, NV, NY, TX, WA
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