Unclaimed
Quentin Leon Ledford is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Quentin Leon Ledford has been in the securities industry for 22 years. Quentin Leon Ledford is licensed in several states including Alabama, Florida, Georgia, Kentucky, Maryland, Michigan, South Carolina, Tennessee and Virginia. Quentin Leon Ledford is also registered as an investment advisor representative in Tennessee. Prior to joining Cambridge Investment Research Advisors, Inc., Quentin Leon Ledford worked at VALIC FINANCIAL ADVISORS, INC., LINCOLN FINANCIAL SECURITIES CORPORATION, QUESTAR CAPITAL CORPORATION and EQUITY SERVICES, INC. Quentin Leon Ledford's experience includes providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TN
01/02/2013 - Present
Cambridge Investment Research Advisors, Inc. (Crossville TN)
TN
09/03/2010 - 12/06/2012
VALIC FINANCIAL ADVISORS, INC. (KNOXVILLE TN)
TN
10/27/2003 - 09/20/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (CROSSVILLE TN)
MN
10/31/2000 - 04/21/2003
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
VT
02/23/2000 - 10/30/2000
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 11/20/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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