Edward QuirkCRD Number: 2563138
Current Firm: Citizens Investment Services
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.
- Bachelor of Arts, Clark University
- Series 6, 7, and 63 held with LPL Financial. Series 65 held with U.S. Financial Advisors.
Lpl Financial LLC
Mutual Of Omaha Investor Services, Inc.
Ameriprise Financial Services, LLC
|U.S. Wealth Management||Braintree, MA||Oct 2015 - Current||5|
|Cco Investment Services Corp||Plymouth, MA||Jan 2007 - Current||14|
|Banc Of America Investment Services, Inc.||Hingham, MA||Oct 2004 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1994|
|S65||NASAA Investment Advisors Law Examination||Oct 1998|
Total Assets Under Management5,342MILLIONS
Total Number of Accounts35,056ACCOUNTS
Average Account Value$152,373
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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