The Qinsight Group

The Qinsight Group (CRD# 106927) is a financial advisory firm headquartered in La Mesa, CA. They manage $30,770,539 in 37 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $831,636
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at The Qinsight Group
Showing 1 - 2 of 2 top financial advisors.
1
William L. Carter
CRD#: 1481215
5624 Amaya Drive #59, La Mesa, CA 91942
93
Wealthminder
score

William Carter (CRD# 1481215) is an Investment Advisor Representative working at The Qinsight Group in La Mesa, CA and has over 29 years of experience in the finance industry.

2
David N. Nawrocki
CRD#: 4369210
5624 Amaya Drive #59, La Mesa, CA 91942
87
Wealthminder
score

David Nawrocki (CRD# 4369210) is an Investment Advisor Representative working at The Qinsight Group in La Mesa, CA and has 1 year of experience in the finance industry.

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