Robert
Quinlan
Lakeridge Wealth Management LLC
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About this Advisor
Robert Quinlan is a financial advisor based in Mentor, Ohio, working with Lakeridge Wealth Management LLC. Robert has previously held positions at Financial Solutions Planning & Investments, Nm Educational Retirement Board, Care For Elderly Parent, Cetera Advisor Networks LLC, Poa And Trustee For A Family Member, Quinlan Financial Services, LLC, Lakeridge Wealth Management LLC, and Private Client Services. Robert has passed the Series 66 regulatory exam and is registered to provide services in New Mexico. Currently, Robert is part of Lakeridge Wealth Management LLC, which operates out of Mentor, Ohio. The firm has 7 offices and 20 employees. The firm manages assets totaling $605.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Lakeridge Wealth Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lakeridge Wealth Management LLC Brokerage Details
$605,770,799
20
2,369
$255,707
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Robert Quinlan Work History
Private Client Services
Lakeridge Wealth Management LLC
Quinlan Financial Services, LLC
Financial Solutions Planning & Investments
Poa And Trustee For A Family Member
Cetera Advisor Networks LLC
Nm Educational Retirement Board
Care For Elderly Parent
Disclosures
Please visit the SEC profile of Robert Quinlan 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 Lakeridge Wealth Management LLC
Albuquerque, NM
Albuquerque, NM
Mentor, OH
Mentor, OH
Mentor, OH
Boulder, CO
Mentor, OH
Mentor, OH
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