Todd Quinn (CRD# 4254170) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 13 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5084834
The Wealth Consulting Group
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Axxcess Wealth Management, Llc Dba Silverstone Private Wealth | Draper, UT | Mar 2023 - Current | 1 |
| Maddix Holdings Llc Dba Maddix Wealth, LLC | Lehi, UT | Feb 2023 - Mar 2023 | < 1 |
| Axxcess Wealth Management, Llc Dba Maddix Wealth Management | Lehi, UT | Sep 2022 - Mar 2023 | < 1 |
| Bank Of America, N.a. | Salt Lake City, UT | Jul 2012 - Sep 2022 | 10 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City, UT | May 2012 - Sep 2022 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management6,471MILLIONS
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Total Number of Accounts24,090ACCOUNTS
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Average Account Value$268,608
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