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Barbara Mckeon Quinn

QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC·CHADDS FORD, Pennsylvania
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BRANDYWINE FIVE, 1 DICKINSON DRIVE, CHADDS FORD, PA 19317CRD# 6140765Firm CRD# 166144
01

About

Barbara Mckeon Quinn is a registered financial advisor based in CHADDS FORD, Pennsylvania, affiliated with QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC
QUINN WEALTH ADVISORS
AUM
$48M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6140765
Firm CRD# 166144
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Barbara Mckeon Quinn offer?
Barbara Mckeon Quinn specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CHADDS FORD, Pennsylvania for a consultation.
What are Barbara Mckeon Quinn's credentials?
Barbara Mckeon Quinn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barbara Mckeon Quinn located?
Barbara Mckeon Quinn is based in CHADDS FORD, Pennsylvania, working with QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC. Their office serves clients in the CHADDS FORD metropolitan area and surrounding communities.
How does Barbara Mckeon Quinn charge for services?
Barbara Mckeon Quinn'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 QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC?
QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC has approximately 1 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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