Commonwealth Financial Network
About this Advisor
James Quinlan is an advisor in Plymouth, Massachusetts. Currently a registered advisor at Commonwealth Financial Network, they have gathered 10 years of professional experience as a registered investment advisor. Quinlan has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Quinlan is registered to serve customers based out of Massachusetts. The advisor has gained experience at Rockland Trust Company, Lpl Financial and Commonwealth Financial Network. Commonwealth Financial Network is based out of Plymouth, Massachusetts, and has 1,090 locations across the country. As a registered investment advisory firm, Commonwealth Financial Network manages $111 billion in assets covering 436,517 accounts and employs more than 3,400 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the nation. The firm manages 426,927 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 4% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Commonwealth Financial Network provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Commonwealth Financial Network Brokerage Details
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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
- Publication of periodicals or newsletters
- Educational seminars/workshops
James Quinlan Work History
James has 10 years of experience.
Commonwealth Financial Network
Rockland Trust Company
James Quinlan has disclosures.
Please visit their SEC profile for more details.
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