John Quiggle (CRD# 5142600) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Sanford, NC and has over 17 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 3215428
Charles Schwab & Company, Inc.
CRD# 6783693
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic, Institutions, Inc. | Meriden, CT | Nov 2023 - Current | < 1 |
| First Bancorp | Sanford, NC | Nov 2023 - Current | < 1 |
| Nc State University | Raleigh, NC | Sep 2021 - Current | 2 |
| Nchsaa | Sanford, NC | Aug 2021 - Current | 2 |
| Rental Property | Sanford, NC | Sep 2005 - Current | 18 |
| Rental Property | Sanford, NC | Jun 2005 - Current | 18 |
| First Citizens Investor Services | Raleigh, NC | Oct 2019 - Nov 2023 | 4 |
| Wells Fargo Clearing Services, LLC | Wilmington, NC | Nov 2018 - Oct 2019 | < 1 |
| Infinex Investments, Inc. | Meriden, CT | Apr 2014 - Nov 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
- NC
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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