Unclaimed Profile

Kevin Charles Quinn

QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC·CHADDS FORD, Pennsylvania

Series 65Clean record13 years registeredQUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC

BRANDYWINE FIVE, 1 DICKINSON DRIVE, CHADDS FORD, PA 19317CRD# 870074Firm CRD# 166144

Profile Verification

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

Identity

Kevin Charles Quinn · CHADDS FORD, PA

Registration

CRD #870074 · QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC

QUINN WEALTH ADVISORS

Jan 2013 – Mar 2025

CHADDS FORD, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 24, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC

CRD 166144 · SEC 801-77437

AUM

$48M

Regulatory assets under management

Employees

130 client accounts

Services offered by QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Charles Quinn offer?

Kevin Charles Quinn specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Kevin Charles Quinn's credentials?

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

Where is Kevin Charles Quinn located?

Kevin Charles Quinn is based in CHADDS FORD, Pennsylvania, last registered with QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLC.

How does Kevin Charles Quinn charge for services?

Kevin Charles 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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