Kimberly
Quinn
Catalyst Investment Management LLC
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About this Advisor
Kimberly Quinn is a financial advisor based in Halifax, Massachusetts, working with Catalyst Investment Management LLC. Kimberly has previously held positions at Catalyst Investment Management LLC, Charles Schwab & Co., Inc, Charles Schwab Bank, Coastal Capital Group, Inc, and Lpl Financial, LLC. Kimberly has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Maine and Massachusetts. Currently, Kimberly is part of Catalyst Investment Management LLC, which operates out of Halifax, Massachusetts. The firm has 2 offices and 5 employees. The firm manages assets totaling $124.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Catalyst Investment Management LLC includes asset-based and hourly fees.
Certifications and Registrations
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Catalyst Investment Management LLC Brokerage Details
$124,000,000
5
240
$516,667
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kimberly Quinn Work History
Catalyst Investment Management LLC
Coastal Capital Group, Inc
Lpl Financial, LLC
Charles Schwab Bank
Charles Schwab & Co., Inc
Disclosures
Please visit the SEC profile of Kimberly 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 Catalyst Investment Management LLC
Mount Desert, ME
Windham, NH
Halifax, MA
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