Kestra Advisory Services, LLC
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About this Advisor
Mary Quinn is a certified financial planner who lives in Pittsburgh, Pennsylvania. Currently a registered investment advisor at Kestra Advisory Services, LLC, Quinn has a notable 25 years of professional experience in the financial advisory industry. Quinn maintains a Series 63 license, designating them as a securities broker. Quinn is able to operate based out of Pennsylvania. The advisor has gained experience at Peregrine Advisers, Inc, Mid Atlantic Capital Corp, Nfp Securities, Inc and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is located in Pittsburgh, Pennsylvania, and has 513 other brick-and-mortar locations in the country. Overall, Kestra Advisory Services, LLC manages $20 billion in assets throughout 75,277 client accounts and retains more than 1,231 people. The level of assets currently under the firm's management makes it one of the biggest firms in the nation. The firm manages 53,194 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Kestra Advisory Services, LLC can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Kestra Advisory Services, LLC 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
Mary Quinn Work History
Mary has 25 years of experience.
Kestra Financial Services, Inc
Mid Atlantic Capital Corp
Peregrine Advisers, Inc
Nfp Securities, Inc
Mary Quinn has no disclosures.
Please visit their SEC profile for more details.