Mary Macintosh Harris

Quadcap Wealth Management, LLC

21 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningTax PlanningEstate PlanningHigh Net Worth

Quadcap Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

532 clients

Average Client Portfolio

$2.1M average

Assets Under Management

$1.1B

Fee Structure

Location

2600 Network Blvd, Suite 300, Frisco, TX, 75034

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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.

Employment History

Current Registrations

Quadcap Wealth Management, LLC

July 2017 - Present · 8 yrs 7 mos

Previous Registrations

Fullcircle Wealth LLC

January 2015 - August 2017 · 2 yrs 7 mos

Triad Advisors, INC.Broker

January 2015 - July 2017 · 2 yrs 6 mos

Bbva Wealth Solutions INC.

July 2013 - January 2015 · 1 yr 6 mos

Bbva Securities INC.Broker

July 2013 - January 2015 · 1 yr 6 mos

AXA Distributors, LLCBroker

November 2011 - April 2013 · 1 yr 5 mos

Directed Services LLC

August 2009 - December 2010 · 1 yr 4 mos

Directed Services LLCBroker

October 2007 - December 2010 · 3 yrs 2 mos

MML Distributors, LLCBroker

May 2006 - September 2007 · 1 yr 4 mos

Lincoln Financial Distributors, INC.Broker

November 2003 - April 2006 · 2 yrs 5 mos

Lincoln Financial Distributors, INC.

November 2003 - April 2006 · 2 yrs 5 mos

Lincoln Financial Advisors Corporation

May 2003 - November 2003 · 6 mos

Lincoln Financial Advisors CorporationBroker

January 2003 - November 2003 · 10 mos

The Lincoln National Life Insurance CompanyBroker

January 2003 - November 2003 · 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.