Quinton Holton
Professional summary
Quinton Holton III, CFP®, ChFC®, CLU®, who also goes by Q Holton, is a registered financial advisor currently at HOLTON & KOSANKE WEALTH MANAGEMENT, LLC located in Kensington, Maryland.
Quinton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Quinton has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Quinton Holton III's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2003
Experience
August 22, 2017 - Present
HOLTON & KOSANKE WEALTH MANAGEMENT, LLC
September 26, 2012 - August 2, 2017
NEXT FINANCIAL GROUP, INC.
March 27, 2006 - August 2, 2017
NEXT FINANCIAL GROUP, INC.
May 20, 1997 - June 5, 2006
MARATHON ADVISORS, INC
February 3, 1997 - March 29, 2006
SECURIAN FINANCIAL SERVICES, INC.
February 3, 1997 - March 29, 2006
CRI SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/22/2017)
(7/23/2020)
(9/22/2017)
(10/10/2017)
(10/12/2017)
(10/16/2017)
Exams
Current Firm
HOLTON & KOSANKE WEALTH MANAGEMENT, LLC
CRD#: 288963 / SEC#:
Contact information
Red Flags
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