Vanessa Quintal is a CFP-designated registered investment advisor, based in Lakewood Ranch, FL, with 12 years of industry experience.
Location
8470 Enterprise Circle, Lakewood Ranch, FL, 34202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Vanessa works as a bookkeeper for her husband's psychotherapy practice and for Quintal Landholdings LLC, spending minimal time on each. She also works as a Client Associate for Ennistymon, an IAR for Concurrent Investment Advisors, and serves on the Advisory Board for Imagine Charter Schools, dedicating full-time hours to Concurrent Investment Advisors.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
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