CQ
CQ

Christopher a Quincy

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
82 advisors
Number of Clients
2,569 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$4.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

7333 E Doubletree Ranch Rd, Ste 120, Scottsdale, AZ, 85258

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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

Christopher is an agent for non-variable insurance since 2015 and owner of CAQ Enterprises LLC since 2017. He also serves as a contingent executor in a fiduciary capacity since 2017.

Employment History
Current Registrations
Ashton Thomas Private Wealth
November 2025 - Present · 3 mos
Ashton Thomas Securities, LLC
November 2025 - Present · 3 mos
Ashton Thomas Securities, LLCBroker
November 2025 - Present · 3 mos
Previous Registrations
United Planners' Financial Services of America a Limited Partner
December 2015 - November 2025 · 9 yrs 11 mos
United Planners' Financial Services of America a Limited PartnerBroker
November 2015 - November 2025 · 10 yrs
Northwestern Mutual Investment Services,llc
September 2015 - December 2015 · 3 mos
Northwestern Mutual Investment Services, LLCBroker
September 2015 - December 2015 · 3 mos
State Registrations1 state
AZ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christopher A Quincy - Financial Advisor | TrueAdvisor