Unclaimed Profile

Quentin Kerrick Bubb

KWB WEALTH·REDLANDS, California

SIE, Series 7, Series 24, Series 66Clean record10 years registeredKWB WEALTH

1782 ORANGE TREE LANE, REDLANDS, CA 92374CRD# 6414762Firm CRD# 300921

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Quentin Kerrick Bubb · REDLANDS, CA

Registration

CRD #6414762 · KWB WEALTH · 10 years registered

Brand Profile

Not yet started

Career History

KWB WEALTH

May 2020 – present

LPL FINANCIAL LLC

Jan 2016 – Sep 2020

YUCAIPA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · January 22, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KWB WEALTH

CRD 300921 · SEC 801-118740

AUM

$854M

Regulatory assets under management

Employees

2,716 client accounts

Services offered by KWB WEALTH

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at KWB WEALTH →

Introduction

Speak with Quentin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Quentin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in REDLANDS?

Browse all registered financial advisors in REDLANDS, California or claim this profile if it's yours.

Browse REDLANDS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Quentin Kerrick Bubb offer?

Quentin Kerrick Bubb specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in REDLANDS, California for a consultation.

What are Quentin Kerrick Bubb's credentials?

Quentin Kerrick Bubb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Quentin Kerrick Bubb located?

Quentin Kerrick Bubb is based in REDLANDS, California, working with KWB WEALTH. Their office serves clients in the REDLANDS metropolitan area and surrounding communities.

How does Quentin Kerrick Bubb charge for services?

Quentin Kerrick Bubb's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KWB WEALTH?

KWB WEALTH has approximately 9 employees and manages $854M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →