Cassandra Vining (CRD# 6797100) is an Investment Advisor Representative working at Quad City Investment Center in Moline, IL and has 1 year of experience in the finance industry.
CRD# 5419183
Ameriprise Financial Services, LLC
CRD# 4397919
Ubs Financial Services Inc.
CRD# 4230601
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Quad City Investment Center | Moline, IL | Oct 2023 - Current | < 1 |
| Quad City Bank And Trust | Davenport, IA | May 2018 - Current | 6 |
| Lpl Financial LLC | Davenport, IA | May 2018 - Current | 6 |
| Quad City Investment Center | Moline, IL | May 2018 - Current | 6 |
| Quad City Financial Group | Davenport, IA | May 2017 - May 2018 | 1 |
| Unemployed | Leclaire, IA | Jan 2017 - May 2018 | 1 |
| Grace Engineered Products/letter2word | Davenport, IA | Jan 2012 - Jan 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- IL
- IA
-
Total Assets Under Management245MILLIONS
-
Total Number of Accounts738ACCOUNTS
-
Average Account Value$332,276
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
IA, IL, TX
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