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Catherine V Quinn

Kestra Advisory Services, LLC

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About Catherine V Quinn

Catherine Quinn is a financial advisor currently registered with Kestra Advisory Services, LLC. Catherine has been a registered financial advisor since 1995, with experience at several firms including Silver Oak Securities, Incorporated, Securities Service Network, Inc., and Trustmark Investments, Inc. Catherine is a Certified Financial Planner and holds both Series 7 and Series 63 licenses. Catherine works with individuals, high-net-worth individuals, businesses, insurance companies, charitable organizations, and pension plans. Catherine's services include financial planning, portfolio management, and the selection of other advisors.

Firm Information

Catherine Quinn is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Catherine Quinn’s Registration & Firm History

TN

05/01/2024 - Present

Kestra Advisory Services, LLC (Nashville TN)

TN

11/14/2007 - 04/27/2009

SILVER OAK SECURITIES, INCORPORATED (JACKSON TN)

TN

04/03/2002 - 12/31/2005

SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)

TN

03/28/1995 - 04/02/2002

TRUSTMARK INVESTMENTS, INC. (BRENTWOOD TN)

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Licenses & Designations

BC

Issued 03/29/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/20/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Catherine V Quinn. Review regulatory record here.
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