David Quinlan, financial advisor Alamogordo NM

David Quinlan

CRD Number: 7690480
Current Firm: State Farm Investment Management Corp.

David Quinlan (CRD# 7690480) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Alamogordo, NM and has 1 year of experience in the finance industry.

Similar Advisors
Steven Bunt, financial advisor Alamogordo NM
Steven K. Bunt
CRD# 5835590
Edward Jones
Similar Advisors
Kris Holt, financial advisor Alamogordo NM
Kris Holt
CRD# 6899589
Edward Jones
Similar Advisors
Marc Joyner, financial advisor Alamogordo NM
Marc A. Joyner
CRD# 2598766
Osaic Wealth, Inc.
Company Name Location Dates Years
David Quinlan Insurance Agency Alamogordo, NM Oct 2023 - Current < 1
State Farm Investment Management Corp Alamogordo, NM Jun 2023 - Current 1
State Farm Vp Management Corp. Alamogordo, NM Mar 2023 - Current 1
Quinlan Enterprises LLC Alamogordo, NM Dec 2018 - Current 5
State Farm Insurance Alamogordo, NM Mar 2023 - Oct 2023 < 1
Alamo Jump LLC Alamogordo, NM Feb 2017 - Jan 2023 5
1800flowers.com Alamogordo, NM Mar 2012 - Feb 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2023
S65 NASAA Investment Advisors Law Examination May 2023
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David S. Quinlan
Phone Number: 800-447-0740
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.