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Kori Rij Lannon

Quadrant Private Wealth Management, LLC

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About Kori Rij Lannon

Kori Rij Lannon is a financial advisor with Quadrant Private Wealth Management, LLC, located in Center Valley, PA. Kori has been in the financial services industry since February 2008 and has been registered with FINRA and the state of Pennsylvania since 2015. Kori is registered as an investment advisor representative in 18 states and has a Series 66, Series 7 and SIE license. Kori has a strong focus on providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Kori Lannon is currently registered with Quadrant Private Wealth Management, LLC. Quadrant Private Wealth Management, LLC is a registered investment advisor based in CENTER VALLEY, PA. The firm provides financial planning, portfolio management for individuals and businesses, and credit and cash management solutions. They manage over $1.6 billion in assets for a range of clients, including high-net-worth individuals, pension and profit-sharing plans, and other individuals.
Quadrant Private Wealth Management, LLC

3850 SIERRA CIRCLE

CENTER VALLEY, PA 18034

$1.63B

Assets Under Management

Not reported

Total Clients

12

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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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.

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credit and cash management solutions and insurance solutions

Credit and cash management solutions and insurance solutions

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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other

Revenue sharing with our affiliate, focus risk solutions.

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Kori Lannon’s Registration & Firm History

PA

08/13/2015 - Present

Quadrant Private Wealth Management, LLC (CENTER VALLEY PA)

PA

02/08/2008 - 05/06/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BETHLEHEM PA)

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Licenses & Designations

BOTH

Issued 03/06/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kori Rij Lannon.
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