Matthew Quinn, financial advisor Plano TX
90 score

Matthew Quinn

CRD Number: 3077004
Current Firm: Legacy Consulting Group

Matthew Quinn (CRD# 3077004) is an Investment Advisor Representative working at Legacy Consulting Group in Plano, TX and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Legacy Consulting Group Plano, TX Mar 2017 - Current 1
Vicus Capital, Inc. State College, PA Apr 2016 - Jan 2017 < 1
Lee Financial Corporation Dallas, TX Sep 2005 - Apr 2016 10

Matthew Quinn has no recent exams reported.
Contact Info for Matthew P. Quinn
Phone Number: 972-599-4750
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    163
    MILLIONS
  • Total Number of Accounts
    393
    ACCOUNTS
  • Average Account Value
    $415,958
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

TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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