Unclaimed Profile

Patricia Ann Quinn

THE FINANCIAL ADVISORS, LLC·ANDOVER, Massachusetts

SIE, Series 1, Series 26, Series 39, Series 52, Series 62, Series 63, Series 65Clean record25 years registeredTHE FINANCIAL ADVISORS, LLC

26 ESSEX STREET, ANDOVER, MA 01810CRD# 713139Firm CRD# 146680

Profile Verification

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

Identity

Patricia Ann Quinn · ANDOVER, MA

Registration

CRD #713139 · THE FINANCIAL ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE FINANCIAL ADVISORS, LLC

THE FINANCIAL ADVISORS, LLC

Jul 2008 – Dec 2023

ANDOVER, MA

THE FINANCIAL ADVISORS LLC

Sep 2000 – Mar 2008

ANDOVER, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 26

Series 39

Series 52

Series 62

Series 63

Series 65

Registration record

First registered · September 20, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE FINANCIAL ADVISORS, LLC

CRD 146680 · SEC 801-68921

AUM

$981M

Regulatory assets under management

Employees

2,185 client accounts

Services offered by THE FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Patricia Ann Quinn offer?

Patricia Ann Quinn specializes in Financial Planning, Investment Management.

What are Patricia Ann Quinn's credentials?

Patricia Ann Quinn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patricia Ann Quinn located?

Patricia Ann Quinn is based in ANDOVER, Massachusetts, last registered with THE FINANCIAL ADVISORS, LLC.

How does Patricia Ann Quinn charge for services?

Patricia Ann Quinn's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE FINANCIAL ADVISORS, LLC?

THE FINANCIAL ADVISORS, LLC has approximately 13 employees and manages $981M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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