Christopher McQuillan (CRD# 5483263) is an Investment Advisor Representative working at Jackson Creek Investment Advisors LLC in Castle Rock, CO and has over 15 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Jackson Creek Investment Advisors, LLC | Ventura, CA | Jul 2021 - Current | 2 |
Self Employed | Ventura, CA | Feb 2021 - Jul 2021 | < 1 |
361 Capital LLC | Denver, CO | Jun 2015 - Feb 2021 | 5 |
Imst Distributors, LLC | Denver, CO | May 2015 - Feb 2021 | 5 |
Personal Capital Advisors | Denver, CO | Oct 2014 - May 2015 | < 1 |
Assetmark Brokerage, LLC | Concord, CA | Aug 2014 - Sep 2014 | < 1 |
Centurion Capital Group, Inc. | Concord, CA | Sep 2013 - Sep 2014 | 1 |
Capital Brokerage Corporation | Richmond, VA | Nov 2010 - Sep 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2008 |
S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- CO
-
Total Assets Under Management272MILLIONS
-
Total Number of Accounts133ACCOUNTS
-
Average Account Value$2,044,194
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
CA, CO, TX
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