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Lisa Ann Quinn

Sageview Advisory Group, LLC

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About Lisa Ann Quinn

Lisa Ann Quinn is an investment advisor representative registered with Sageview Advisory Group, LLC. Lisa Quinn has been working in the financial services industry since 1997 and has a Series 6, 63, and 65 licenses. Lisa Quinn has experience in financial planning, portfolio management, and pension consulting. Lisa Quinn also provides educational seminars and helps clients select other advisors. Lisa Ann Quinn is currently registered with the state of Massachusetts.

Firm Information

Lisa Quinn is currently registered with Sageview Advisory Group, LLC. Sageview Advisory Group, LLC is a financial advisory firm headquartered in Newport Beach, CA. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services to high-net-worth individuals, corporations, charitable organizations, state and municipal government entities, and pension and profit-sharing plans. They manage over $202 billion in assets for over 34,000 clients.
Sageview Advisory Group, LLC

4000 MACARTHUR BLVD.

NEWPORT BEACH, CA 92660

$202.57B

Assets Under Management

5

Total Clients

117

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Lisa Quinn’s Registration & Firm History

CA

02/15/2022 - Present

Sageview Advisory Group, LLC (NEWPORT BEACH CA)

MA

11/26/1997 - 07/15/2002

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

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Licenses & Designations

IA

Issued 11/20/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/21/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/25/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lisa Ann Quinn.
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