James Quinlan
CRD Number: 4125823
Current Firm: Commonwealth Financial Network
Compensation Model: Both
With Integrity Wealth Management focuses on retirement income planning. If you are approaching or in retirement and want to find ways that may preserve your capital while giving you a consistent income stream, we can craft a plan for you. We have helped countless couples, widows, and those who are newly single. Let us help you with your preservation of wealth and using your assets to make the most efficient income.
We’re the local team on the Village Green in The Pinehills. We live locally, work locally, and are involved locally. You will see us at The Market, on the baseball fields, at Boy Scout Events, on mountain bike trials, or in church—and we welcome you to say hello. You can always stop in the office for a cup of coffee too.
Our team has special expertise in dealing with the concerns of corporate executives, business owners, professionals, high net worth couples and women, especially widows and divorced clients.
With Integrity Wealth Management, is a primarily fee-based advisory firm and custom solutions begin at $500,000.
For individuals in: AZ, CT, FL, MA, MD, NC, NH, TN. No offers may be made or accepted from any resident outside these states due to state and registration requirements regarding investment products and services. *Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.finra.org/www.sipc.org, a Registered Investment Adviser.
With Integrity Wealth Management
1 Village Green N, Suite 122,
Plymouth, MA 02360.
(508) 224-3131.
[email protected]
Our Terms of Use here:
www.commonwealth.com/termsofuse.html
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CRD# 4676913
Ameriprise Financial Services, LLC
CRD# 723273
Compass Capital Corporation
CRD# 2010717
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Jan 2014 - Current | 10 |
| With Integrity Wealth Management | Plymouth, MA | Jan 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2003 |
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- MA
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
For individuals in: AZ, CT, FL, MA, MD, NC, NH, TN. No offers may be made or accepted from any resident outside these states due to state and registration requirements regarding investment products and services. *Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.finra.org/www.sipc.org, a Registered Investment Adviser.
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