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QUINTES FINANCIAL SERVICES, LLC
QUINTES FINANCIAL SERVICES, LLC
WATSONVILLE, California
·
1 registered advisor
·
CRD# 284960
SEC# 801-120746
0
831-759-6336
01
Firm Overview
AUM
$219M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at QUINTES FINANCIAL SERVICES, LLC
1 registered advisor
Stephen Harold Shearn
WATSONVILLE, California
CRD# 859811
05
Office Locations
WATSONVILLE, California
1 advisor
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Data sourced from SEC Form ADV filings. QUINTES FINANCIAL SERVICES, LLC (CRD# 284960) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.