Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Fixed/Hourly
Firm Size
121 advisors
Number of Clients
37 clients
Average Client Portfolio
Not specified
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Location

201 N. Franklyn Street, Suite 2400, Tampa, FL, 33602

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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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Employment History
Current Registrations
Ernst & Young Investment Advisers LLP
August 2017 - Present · 8 yrs 6 mos
Previous Registrations
Cetera Investment Advisers LLC
January 2017 - July 2017 · 6 mos
Cetera Investment Services LLCBroker
September 2016 - July 2017 · 10 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Alexis Lee Quinn - Financial Advisor | TrueAdvisor