James Quinlan
James Quinlan is a CFP, ChFC, PFS-designated registered investment advisor at Private Advisor Group, LLC, based in Rosemont, PA, with 33 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
100 Chetwynd Drive, Suite 105, Rosemont, PA, 19010
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2004Other Business ActivitiesSells Insurance
James operates Stonedam Financial Advisors under Private Advisor Group, dedicating nearly full-time hours to investment advice. He also sells insurance products as an independent agent, spending about 10-20% of his time on this. Additionally, James serves as CFO of Medicus Pharma, Ltd., spending about half his time on this role.
Employment History
Current Registrations
Private Advisor Group, LLC
Previous Registrations
Valmark Advisers, INC.
Wipfli Financial Advisors, LLC
Valmark Securities, INC.Broker
Cliftonlarsonallen Wealth Advisors, LLC
Cliftonlarsonallen Wealth Advisors, LLCBroker
Sii Investments, INC.
Sii Investments, INC.Broker
Invest Financial CorporationBroker
Invest Financial Corporation
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Smart Financial Advisors, LLC
Ifg Network Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Fin-Plan Investments, INC.Broker
State Registrations1 state
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.