Quentin Bubb (CRD# 6414762) is an Investment Advisor Representative working at Kwb Wealth in Redlands, CA and has over 8 years of experience in the finance industry.
CRD# 1527744
Transamerica Financial Advisors, Inc.
CRD# 2922342
Infinity Financial Services Advisory
CRD# 1871039
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kwb Wealth | Redlands, CA | May 2020 - Current | 4 |
| Lpl Financial, LLC | Redlands, CA | Nov 2015 - Current | 8 |
| Kwb Wealth Managers Group | Redlands, CA | Oct 2014 - May 2020 | 5 |
| Catalina Scuba Luv | Avalon, CA | Jun 2009 - Aug 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- CA
- TX
-
Total Assets Under Management854MILLIONS
-
Total Number of Accounts2,716ACCOUNTS
-
Average Account Value$314,408
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AZ, CA, CO, FL, HI, ID, MT, NM, NV, OR, PA, TX, UT, WA
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