Joseph Quinn (CRD# 4259320) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Dover, NH and has over 23 years of experience in the finance industry.
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
CRD# 2072909
Charter Oak Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Stratham, NH | Nov 2016 - Current | 7 |
| Integrated Wealth Concepts LLC | Stratham, NH | Nov 2016 - Current | 7 |
| Leone, Mcdonnell & Roberts, Pa | Exeter, NH | Jan 2005 - Current | 19 |
| Lincoln Fiancial Advisors | Waltham, MA | Jan 2006 - Nov 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2000 |
- MA
- NH
-
Total Assets Under Management12,394MILLIONS
-
Total Number of Accounts44,485ACCOUNTS
-
Average Account Value$278,622
- 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)
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, VT, WA, WI, WV, WY
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