Joseph Quinn, financial advisor Stratham NH

Joseph Quinn

CRD Number: 4259320
Current Firm: Integrated Wealth Concepts LLC

Joseph Quinn (CRD# 4259320) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Stratham, NH and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Stratham, NH Nov 2016 - Current 4
Integrated Wealth Concepts LLC Stratham, NH Nov 2016 - Current 4
Leone, Mcdonnell & Roberts, Pa Exeter, NH Jan 2005 - Current 16
Lincoln Fiancial Advisors Waltham, MA Jan 2006 - Nov 2016 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2000
Contact Info for Joseph F. Quinn
Phone Number: (781) 890-3045
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    3,495
    MILLIONS
  • Total Number of Accounts
    16,373
    ACCOUNTS
  • Average Account Value
    $213,466
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, IL, KY, LA, MA, MD, ME, NH, NJ, NV, OR, PA, RI, SC, TX, VA, WA

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