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Christopher Quincy
CRD Number: 6378843Current Firm: United Planners' Financial Services Of America A Limited Partner
Christopher Quincy (CRD# 6378843) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 8 years of experience in the finance industry.
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CRD# 2794155
Aegis Wealth Partners, LLC
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CRD# 4607086
Origin Investment Advisory LLC
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CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Caq Enterprises LLC | Phoenix, AZ | Jun 2017 - Current | 7 |
Executor | Peoria, AZ | May 2017 - Current | 7 |
United Planners Financial Services | Scottsdale, AZ | Nov 2015 - Current | 8 |
Christopher Quincy | Phoenix, AZ | Apr 2015 - Current | 9 |
Game Sales | Peoria, AZ | Feb 2017 - Nov 2018 | 1 |
Northwestern Mutual Investment Services LLC | Phoenix, AZ | Sep 2015 - Nov 2015 | < 1 |
Miller Financial Group, LLC | Phoenix, AZ | Jul 2014 - Nov 2015 | 1 |
Arizona State University | Tempe, AZ | Aug 2011 - May 2015 | 3 |
Nautilus Insurance Group | Scottsdale, AZ | May 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- AZ
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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