QUINTES FINANCIAL SERVICES, LLC

WATSONVILLE, California·1 registered advisor·CRD# 284960
SEC# 801-1207460831-759-6336
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 PlanningInvestment Management
04

Advisors at QUINTES FINANCIAL SERVICES, LLC

1 registered advisor
Stephen Harold Shearn
WATSONVILLE, California
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.