Cassandra Vining is a registered investment advisor at Quad City Investment Center, based in Moline, IL, with 4 years of industry experience. Cassandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 615 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quad City Investment Center's annual fee for portfolio management ranges from 0.60% to 1.35% of the value of your investments. The fee depends on the amount you invest, the complexity of the services, and the level of administration you request. The fee is billed quarterly in advance. The advisory fee is negotiable.
Location
3551 7th Street, Moline, IL, 61265
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Regulatory History
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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Cassandra operates under the DBA Quad City Investment Center for her LPL business. This activity is investment-related and conducted at her reported business location.
Employment History
Current Registrations
Quad City Investment Center
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations7 states
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.