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DQ

Daniel F. Quinn

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CRD#: 1103918
DQ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel Festus Quinn was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1983. Daniel had worked at 16 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 20, 2021 - December 23, 2021

LINCOLN DOUGLAS INVESTMENTS, LLC

BD
CRD#: 155578
MT. VERNON, OH
Past

January 6, 2010 - January 19, 2021

CAPE SECURITIES INC.

BD
CRD#: 7072
MCDONOUGH, GA
Past

January 8, 2008 - March 18, 2009

CIC ADVISERS, LLC

RIA
CRD#: 130735
RALEIGH, NC
Past

January 2, 2008 - December 31, 2009

CAPITAL INVESTMENT GROUP, INC.

BD
CRD#: 14752
NORCROSS, GA
Past

March 20, 2006 - December 31, 2007

WELLSTONE SECURITIES, LLC

BD
CRD#: 121559
CUMMING, GA
Past

September 26, 2005 - February 27, 2006

MIDSOUTH CAPITAL, INC.

RIA
CRD#: 35039
NORCROSS, GA
Past

September 15, 2005 - February 27, 2006

MIDSOUTH CAPITAL, INC.

BD
CRD#: 35039
ATLANTA, GA
Past

October 11, 1999 - September 13, 2005

DUNWOODY BROKERAGE SERVICES, INC.

BD
CRD#: 31183
ATLANTA, GA
Past

November 22, 1995 - October 8, 1999

JWGENESIS SECURITIES, INC.

BD
CRD#: 33832
BOCA RATON, FL
Past

August 27, 1993 - December 7, 1995

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

September 14, 1992 - August 28, 1993

MARION BASS SECURITIES CORPORATION

BD
CRD#: 7961
CHARLOTTE, NC
Past

December 16, 1991 - August 28, 1992

AMERICAN FRONTEER FINANCIAL CORPORATION

BD
CRD#: 1398
DENVER, CO
Past

November 15, 1991 - November 25, 1991

MARION BASS SECURITIES CORPORATION

BD
CRD#: 7961
CHARLOTTE, NC
Past

May 17, 1990 - January 18, 1991

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC
Past

October 14, 1988 - May 25, 1990

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

May 1, 1984 - October 19, 1988

THE ROBINSON-HUMPHREY COMPANY, LLC

BD
CRD#: 723
Past

December 8, 1983 - May 7, 1984

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

May 26, 1983 - November 25, 1983

HERETH, ORR & JONES, INC.

BD
CRD#: 7210

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/23/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


LD
LINCOLN DOUGLAS INVESTMENTS, LLC
LINCOLN DOUGLAS INVESTMENTS, LLC

CRD#: 155578 / SEC#: 801-72438, 8-68728

RIA
Registered Investment Advisory firm - SEC (11/29/2011 Terminated)
Georgia
Registered Investment Advisory firm - SEC (6/20/2012 Approved)
Ohio
Registered Investment Advisory firm - SEC (11/15/2011 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
1051 Newark Rd, Mount Vernon, OH 43050
Mailing Address
1051 Newark Rd, Mt. Vernon, OH 43050
Phone number
(740) 397-1397
Established
Ohio since 09/15/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
32

FINRA licenses (42 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
DENNIS, KENNETH EARLCEO2297497
MANSFIELD, DOUGLAS MARRGENERAL COUNSEL, CORPORATE SECRETARY
BULLOCK, BRANDON LEECFO, FINOP4617848
MOHNEY, BRIAN EUGENECHIEF COMPLIANCE OFFICER / AMLCO2890043

Regulatory assets under management


Total Number of Accounts199
AUM (Assets Under Management)$ 97,644,384

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LINCOLN DOUGLAS INVESTMENTS, LLC

CRD#: 155578

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