Todd
Quinn
Axxcess Wealth Management, LLC
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About this Advisor
Todd Quinn is a financial advisor operating out of Carlsbad, California who has 1 year of industry experience. Quinn is an employee of Axxcess Wealth Management, LLC. During their career, Quinn has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Maddix Holdings LLC and Axxcess Wealth Management, LLC. Quinn has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to advise clients in Texas and Utah. Axxcess Wealth Management, LLC is a firm operating out of Carlsbad, CA. The company has offices in 23 locations and a total of 78 advisors. It manages $3 billion in total assets across its 9,690 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 14 charities and foundations. Of its 9,690 client accounts, just 13% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Axxcess Wealth Management, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services typically are based on which service is offered. Fee types charged by Axxcess Wealth Management, LLC likely are comprised of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Axxcess Wealth Management, LLC Brokerage Details
$3,399,618,044
78
9,690
$350,838
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Todd Quinn Work History
Todd has been registered as a financial advisor for 1 years.*
Axxcess Wealth Management, LLC
Maddix Holdings LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Todd Quinn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Axxcess Wealth Management, LLC
Carlsbad, CA
Carlsbad, CA
Carlsbad, CA
Lantana, TX
Carlsbad, CA
Carlsbad, CA
Carlsbad, CA
Charleston, WV
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