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James Eric Quillen

Alden Investment Group

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About James Eric Quillen

James Eric Quillen is an Investment Advisor Representative at Alden Investment Group. James has over 25 years of experience in the financial services industry. James holds the Series 6, 7, 63, and 65 licenses. James is a Certified Financial Planner™ professional. James is registered with the states of Florida, New York, North Carolina, and Pennsylvania. Alden Investment Group provides financial planning and portfolio management services for individuals, high-net-worth individuals, and retirement plans.

Firm Information

James Quillen is currently registered with Alden Investment Group. Alden Investment Group, headquartered in WAYNE, PA, is an investment advisory firm with approximately $290.95 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Alden Investment Group also offers other advisory services, including retirement plans. The firm has 5 licensed agents, 30 registered representatives, and 26 investment advisory functions.
Alden Investment Group

37 WEST AVENUE

WAYNE, PA 19087-3226

$290.95M

Assets Under Management

Not reported

Total Clients

30

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plans

Retirement plans

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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James Quillen’s Registration & Firm History

PA

04/05/2024 - Present

Alden Investment Group (WAYNE PA)

PA

11/05/2007 - 02/26/2008

PRIMEVEST FINANCIAL SERVICES, INC. (MALVERN PA)

TN

08/02/2002 - 10/14/2005

ICBA FINANCIAL SERVICES CORPORATION (MEMPHIS TN)

PA

03/26/1996 - 04/08/2002

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 10/13/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/30/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/21/1998

Series 7 - General Securities Representative Examination

BC

Issued 10/11/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Eric Quillen.
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