James
Quinlan

Commonwealth Financial Network

CRD#4125823
Investment Advisor
in Plymouth, MA

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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

Series 63, Series 65

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

1 Village Green North Suite 122
Plymouth, MA 02360

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

MA Average: $16,012,751,954
Total Number of Employees

3,400

MA Average: 118
Total Number of Accounts

436,517

MA Average: 4,567
Average Account Size

$255,295

MA Average: $3,506,186

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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.

2014 - Present (8 years)

Commonwealth Financial Network

2010 - 2014 (4 years)

Rockland Trust Company

2010 - 2014 (4 years)

Lpl Financial

Disclosures

James Quinlan has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Joelle Spear
Framingham, MA
Michael Stone
Carrollton, GA
Michael Dozois
San Diego, CA
John Farrell
Waltham, MA
Edward Bothfeld
Lake Forest, IL
Paul Kim
Great Neck, NY

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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