BQ
BQ

Brian Quinn

29 Years of Experience
Atlanta, GA
BrokerSells Insurance

Brian Quinn is a registered investment advisor at LPL Financial LLC, based in Atlanta, GA, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

200 Ashford Ctr N Ste 400, Atlanta, GA, 30338

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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 ActivitiesSells Insurance

Brian operates his LPL business through Integrated Financial Group and Searcy, Weems-Scott & Quinn, dedicating about 10-20% of his time and full-time hours respectively. He is also an agent for BCH Life, selling non-variable insurance, and owns rental real estate, dedicating minimal time to each.

Employment History
Current Registrations
LPL Financial LLC
May 2017 - Present · 9 yrs
LPL Financial LLC
May 2017 - Present · 9 yrs
LPL Financial LLCBroker
May 2017 - Present · 9 yrs
Previous Registrations
Pacific Select Distributors, LLCBroker
May 2012 - May 2017 · 5 yrs
Hartford Life Distributors, LLCBroker
September 2002 - May 2012 · 9 yrs 8 mos
Lincoln Financial Distributors, INC.
September 2002 - September 2002 · 0 mos
Lincoln Financial Distributors, INC.Broker
December 2000 - September 2002 · 1 yr 9 mos
Delaware Distributors, L.P.Broker
November 1998 - December 2000 · 2 yrs 1 mo
Prudential Investment Management Services LLCBroker
January 1997 - September 1998 · 1 yr 8 mos
Pruco Securities CorporationBroker
July 1996 - January 1997 · 6 mos
State Registrations22 states
ALCACODCFLGAILLAMIMNMSNCNHOHPASCTNTXVAWAWIWV
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.