Richard Quirk
Richard Quirk is a registered investment advisor at Stonex Advisors INC., based in Delphi, IN, with 46 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
1001 South Washington Street, Suite B7, Delphi, IN, 46923
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Regulatory History (1)
Customer Dispute
June 2002Other Business ActivitiesSells Insurance
Richard is the owner of Quirk Investments since 2020, selling investment and insurance products through SA Stone. This is a full-time commitment for Richard.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Ffp Advisory Services INC
Ffp Securities, INC.Broker
First Pacific Capital CorporationBroker
Southmark Financial Services, INC.Broker
Waddell & Reed, INC.Broker
State Registrations13 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.