James
Quinn

Allstate Financial Advisors, LLC

CRD#1466390
Investment Advisor
in Denver, CO

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About this Advisor

James Quinn is a certified financial planner who works in Denver, Colorado with 7 years of industry experience. Quinn is currently employed by Allstate Financial Advisors, LLC. Their career trajectory has included roles at Athenainvest Advisors LLC, Capital Synergy Partners, Inc, B.C. Ziegler And Company, Presidential Brokerage, Inc and Allstate Insurance Co. Quinn maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Colorado. Allstate Financial Advisors, LLC is a company headquartered in Lincoln, NE. The investment advisory business has offices in 39 locations and a total of 335 financial advisors. It administers $29 million in assets under management across its 139 customer accounts, placing it among the smaller firms in the nation by assets under management. The firm provides selection of other advisers. Financial management fees typically depend on which services the firm provides the client. Fee types billed by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

1633 Fillmore St Ste 380
Denver, CO 80206-1589

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$28,519,077

CO Average: $1,978,216,465
Total Number of Employees

335

CO Average: 226
Total Number of Accounts

139

CO Average: 7,467
Average Account Size

$205,173

CO Average: $264,928

Investment Advisory Services

  • Selection of other advisers

James Quinn Work History

James has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Allstate Insurance Co

2015 - 2016 (1 year)

Presidential Brokerage, Inc

2013 - 2015 (2 years)

B.C. Ziegler And Company

2012 - 2013 (1 year)

Capital Synergy Partners, Inc

2011 - 2013 (2 years)

Athenainvest Advisors LLC

*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 James 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 Allstate Financial Advisors, LLC

Lester Norwood
Newport News, VA
Thomas Caffrey
Hilton Head Island, SC
Trish Le
San Francisco, CA
Neetaben Patel
Grayson, GA
Shannon Wiatrek
Lincoln, NE
Kevin Taalman
Northbrook, IL
Annie Cronin
Daly City, CA
Jamaal Moore
Sugar Land, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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