Cassandra
Vining
Quad City Investment Center
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About this Advisor
Cassandra Vining is a financial advisor based in Moline, Illinois, working with Quad City Investment Center. Cassandra has previously held positions at Quad City Bank And Trust, Quad City Financial Group, Grace Engineered Products/Letter2Word, Lpl Financial LLC, and Quad City Investment Center. Cassandra has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Iowa. Currently, Cassandra is part of Quad City Investment Center, which operates out of Moline, Illinois. The firm has 1 office and 7 employees. The firm manages assets totaling $245.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Quad City Investment Center includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Quad City Investment Center Brokerage Details
$245,219,496
7
738
$332,276
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Cassandra Vining Work History
Quad City Investment Center
Quad City Bank And Trust
Lpl Financial LLC
Quad City Investment Center
Quad City Financial Group
Grace Engineered Products/Letter2Word
Disclosures
Please visit the SEC profile of Cassandra Vining 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 Quad City Investment Center
Davenport, IA
Moline, IL
Moline, IL
Moline, IL
Moline, IL
Moline, IL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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