Matthew
Quinn
Legacy Consulting Group
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About this Advisor
Matthew Quinn is a chartered financial analyst who works in Plano, Texas with a total of 6 years of industry experience. Quinn works at Legacy Consulting Group. Throughout their career, they have worked at Vicus Capital, Inc, Lee Financial Corporation and Legacy Consulting Group. Quinn can operate in Texas. Legacy Consulting Group is a company based out of Plano, TX. It has $269 million in assets between its 509 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm provides services to four charities and foundations. Of its 509 customer accounts, 72% are held by high-net-worth individuals who have at least $1 million in assets. Legacy Consulting Group offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice are based on which services the firm provides the client. However, fee types billed by Legacy Consulting Group likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Legacy Consulting Group Brokerage Details
$269,231,831
4
509
$528,943
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Matthew Quinn Work History
Matthew has been registered as a financial advisor for 6 years.*
Legacy Consulting Group
Vicus Capital, Inc
Lee Financial Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew 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 Legacy Consulting Group
Plano, TX
Plano, TX
Plano, TX
Plano, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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