Joseph Quinn
Joseph Quinn is a registered investment advisor at Kestra Advisory Services, LLC, based in Dallas, TX, with 24 years of industry experience. Joseph 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 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
Dallas, TX
Get directionsHistory
Regulatory History (1)
Judgment / Lien
July 2022Other Business Activities
Joseph is a planner at Landmark Wealth Management, engaging in registered representative activities and investment advisory services since 2005, dedicating full-time hours. He also works as an Investment Advisor Representative for Kestra Advisory Services, LLC since 2016, also dedicating full-time hours.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Mony Securities Corporation
Mony Securities CorporationBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations2 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.