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Francis Bernard O'sullivan

QIC US INVESTMENT SERVICES INC·EL SEGUNDO, California
Unclaimed Profile
222 NORTH PACIFIC COAST HIGHWAY, EL SEGUNDO, CA 90245CRD# 6689011Firm CRD# 161705
01

About

Francis Bernard O'sullivan is a registered financial advisor based in EL SEGUNDO, California, affiliated with QIC US INVESTMENT SERVICES INC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
QIC US INVESTMENT SERVICES INC
QIC
AUM
$6.3B
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at QIC US INVESTMENT SERVICES INC →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: LOAN ARRANGEMENT FEES
Regulatory
SEC/IARD CRD# 6689011
Firm CRD# 161705
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Francis Bernard O'sullivan offer?
Francis Bernard O'sullivan specializes in Retirement Planning, Wealth Management. Contact their office in EL SEGUNDO, California for a consultation.
What are Francis Bernard O'sullivan's credentials?
Francis Bernard O'sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Francis Bernard O'sullivan located?
Francis Bernard O'sullivan is based in EL SEGUNDO, California, working with QIC US INVESTMENT SERVICES INC. Their office serves clients in the EL SEGUNDO metropolitan area and surrounding communities.
How does Francis Bernard O'sullivan charge for services?
Francis Bernard O'sullivan's firm is compensated through percentage of aum, performance-based fees, other: loan arrangement fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QIC US INVESTMENT SERVICES INC?
QIC US INVESTMENT SERVICES INC has approximately 24 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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