Edward Quirk, CRC (CRD# 2563138) joined U.S. Wealth Management (USWM) as a Wealth Manager with over 20 years of experience in the financial services industry. Ed customizes and tailors specific wealth management strategies with the goal to preserve his client’s financial future and their personal needs through a comprehensive discovery process. This process helps him address any anxiety about the financial planning process, providing comfort and confidence that the client’s financial goals are aligned. Once complete, Ed provides his clients with access to specialized experts across the spectrum of wealth management; surrounding his clients with the right people, with the right skill sets, at the right time to make sound financial decisions.
Education/Registration
- Bachelor of Arts, Clark University
- Series 6, 7, and 63 held with LPL Financial. Series 65 held with U.S. Financial Advisors.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
Company Name | Location | Dates | Years |
---|---|---|---|
Great Valley Advisor Group, Inc. | Braintree, MA | May 2021 - Current | 2 |
Lpl Financial, LLC | Braintree, MA | Oct 2015 - Current | 8 |
Us Financial Advisors, LLC | Braintree, MA | Oct 2015 - May 2021 | 5 |
Cco Investment Services Corp | Plymouth, MA | Jan 2007 - Oct 2015 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1994 |
S65 | NASAA Investment Advisors Law Examination | Oct 1998 |
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Total Assets Under Management5,084MILLIONS
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Total Number of Accounts21,345ACCOUNTS
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Average Account Value$238,186
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV
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