Kimberly Quinn (CRD# 2320442) is an Investment Advisor Representative working at Catalyst Investment Management LLC in Halifax, MA and has over 31 years of experience in the finance industry. Kimberly 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# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Catalyst Investment Management LLC | Norwell, MA | Jun 2019 - Current | 4 |
| Lpl Financial, LLC | Danvers, MA | Oct 2015 - Jun 2019 | 3 |
| Coastal Capital Group, Inc. | Danvers, MA | Oct 2015 - Aug 2016 | < 1 |
| Charles Schwab Bank | Norwell, MA | Mar 2006 - Oct 2015 | 9 |
| Charles Schwab & Company, Inc. | Norwell, MA | Jun 1999 - Sep 2015 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2003 |
- ME
- MA
-
Total Assets Under Management124MILLIONS
-
Total Number of Accounts240ACCOUNTS
-
Average Account Value$516,667
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MA, ME, NH, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.