KQ
KQ

Kevin Quinn

33 Years of Experience
Naples, FL
Broker

Kevin Quinn is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

8625 Tam, 8625 Tamiami Trail N. 4th Floor, Naples, FL, 34108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kevin owns 100% of KFQ Holdings Inc., an S Corp formed to handle financial income and expenses. He spends minimal time on this activity.

Employment History
Current Registrations
Wells Fargo Advisors
July 2023 - Present · 3 yrs
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2018 - July 2023 · 4 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
September 2018 - July 2023 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2016 - August 2018 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2015 - August 2018 · 2 yrs 10 mos
Cantor Fitzgerald & CO.Broker
November 2013 - December 2014 · 1 yr 1 mo
Wells Fargo Securities, LLCBroker
August 2011 - August 2013 · 2 yrs
J.P. Morgan Securities LLCBroker
March 2010 - November 2010 · 8 mos
Cross Point Capital LLCBroker
June 2009 - March 2010 · 9 mos
R. W. Pressprich & CO., INC.Broker
June 2008 - May 2009 · 11 mos
Deutsche Bank Securities INC.Broker
July 2006 - February 2008 · 1 yr 7 mos
Nomura Securities International, INC.Broker
April 2005 - June 2006 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
June 2000 - April 2005 · 4 yrs 10 mos
Robert A. Stanger & Company, INC.Broker
April 1999 - November 2000 · 1 yr 7 mos
Smith Barney INC.Broker
September 1995 - December 1997 · 2 yrs 3 mos
Lehman Brothers INC.Broker
November 1989 - September 1995 · 5 yrs 10 mos
Lehman Government Securities INC.Broker
November 1989 - September 1995 · 5 yrs 10 mos
Lehman Special Securities INC.Broker
November 1989 - July 1994 · 4 yrs 8 mos
Salomon Brothers INC.Broker
April 1987 - December 1987 · 8 mos
State Registrations6 states
FLMAMSNJNVNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kevin Quinn - Financial Advisor | TrueAdvisor