Kimberly Quinn, financial advisor Windham NH

Kimberly Quinn

CRD Number: 2320442
Current Firm: Catalyst Investment Management LLC

Kimberly Quinn (CRD# 2320442) is an Investment Advisor Representative working at Catalyst Investment Management LLC in Windham, NH and has over 30 years of experience in the finance industry. Kimberly Quinn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Catalyst Investment Management LLC Norwell, MA Jun 2019 - Current 4
Lpl Financial, LLC Danvers, MA Oct 2015 - Jun 2019 3
Coastal Capital Group, Inc. Danvers, MA Oct 2015 - Aug 2016 < 1
Charles Schwab Bank Norwell, MA Mar 2006 - Oct 2015 9
Charles Schwab & Company, Inc. Norwell, MA Jun 1999 - Sep 2015 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1993
S65 NASAA Investment Advisors Law Examination Jun 1997
S66 NASAA Uniform Combined State Law Examination Jun 2003
Contact Info for Kimberly A. Quinn
Phone Number: (603) 952-1209
Registered State(s):
  • ME
  • MA
Current Firm Details
Catalyst Investment Management LLC
Firm's CRD Number: 298122
By the Numbers
  • Total Assets Under Management
    107
    MILLIONS
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $510,476
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, MA, ME, NH, TX

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