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Paul Richard Quinn

J. W. Cole Advisors, Inc.

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About Paul Richard Quinn

Paul Quinn is a financial advisor who has been active in the industry since October 1998. Paul is currently registered with J.W. Cole Advisors, Inc. in Florida, and previously worked at Berthel, Fisher & Company Financial Services, Inc. and Continental Capital Investment Services, Inc. Paul offers a variety of financial services including financial planning, educational seminars and portfolio management for both individuals and businesses.

Firm Information

Paul Quinn is currently registered with J. W. Cole Advisors, Inc.. J. W. Cole Advisors, Inc. is an investment advisor headquartered in TAMPA, FL. They manage a total of $5.74 billion in client assets, primarily for high-net-worth individuals and other individuals, as well as corporations and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and educational seminars. J. W. Cole Advisors, Inc. is a registered investment advisor with the SEC.
J. W. Cole Advisors, Inc.

4301 ANCHOR PLAZA PARKWAY

TAMPA, FL 33634

$5.74B

Assets Under Management

1,682

Total Clients

419

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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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.

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hourly & fixed rate consulting

Hourly & fixed rate consulting

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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Paul Quinn’s Registration & Firm History

FL

01/10/2014 - Present

J. W. Cole Advisors, Inc. (LAKELAND FL)

FL

10/06/2010 - 12/31/2013

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (LAKELAND FL)

IL

03/31/2003 - 09/03/2009

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (RANTOUL IL)

OH

03/07/2000 - 03/31/2003

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)

KY

09/09/1997 - 03/06/2000

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

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Licenses & Designations

IA

Issued 04/02/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/22/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Paul Richard Quinn. Review regulatory record here.
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