James
Quillen
Alden Investment Group
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About this Advisor
James Quillen is a financial advisor based in Doylestown, Pennsylvania, working with Alden Investment Group. James has previously held positions at Susquehanna Trust And Investment Company, Bb&T Wealth, Truist Advisory Services, Inc, and Alden Investment Advisors, LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, New York, North Carolina, and Pennsylvania. Currently, James is part of Alden Investment Group, which operates out of Doylestown, Pennsylvania. The firm has 32 employees and manages assets totaling $290.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Alden Investment Group includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Alden Investment Group Brokerage Details
$290,949,395
32
953
$305,298
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
James Quillen Work History
Alden Investment Advisors, LLC
Truist Advisory Services, Inc
Bb&T Wealth
Susquehanna Trust And Investment Company
Disclosures
Please visit the SEC profile of James Quillen 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 Alden Investment Group
Berwyn, PA
Ocala, FL
Wayne, PA
Wayne, PA
Hockton, GA
Wayne, PA
Wayne, PA
Doylestown, PA
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