Kevil S. Quinley

QUINLEY STEWARDSHIP LLC

Visalia, CA 93277-9476

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CRD#: 4310129

Professional summary

Kevil Scott Quinley is a registered financial advisor currently at QUINLEY STEWARDSHIP LLC located in Visalia, California.

Kevil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Kevil has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Kevil Scott Quinley's CRS (Customer Relationship Summary).

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

Current

November 10, 2020 - Present

QUINLEY STEWARDSHIP LLC

Office #1: 4044 S. Demaree Street Suite A, Visalia, CA 93277-9476

RIA

CRD#: 309888

Visalia, CA

Past

April 24, 2006 - April 3, 2020

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

VISALIA, CA

Past

April 24, 2006 - April 3, 2020

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

VISALIA, CA

Past

March 29, 2001 - April 28, 2006

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

VISALIA, CA

Past

January 12, 2001 - April 28, 2006

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/5/2021)

IAR

Texas
(11/10/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/19/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/8/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/10/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/1/2007

General Securities Principal Examination

Current Firm

QUINLEY STEWARDSHIP LLC

CRD#: 309888 / SEC#:

California

Registered Investment Advisory firm - (1/1/2021 Approved)

Texas

Registered Investment Advisory firm - (11/10/2020 Conditional Restricted)

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Contact information

Main Address

4044 S. Demaree Street Suite B, Visalia, CA 93277-9476

Mailing Address

Phone number

(559) 334-0101

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	111
AUM (Assets Under Management)	$ 26,891,775

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.

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Advisor Monitoring

Firm Stability Insights

Kevil S. Quinley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevil Scott Quinley's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/19/2008

Series 63

Date: 2/8/2001

SIE

Date: 10/1/2018

Series 7

Date: 1/10/2001

Series 24

Date: 5/1/2007

Current Firm

QUINLEY STEWARDSHIP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

QUINLEY STEWARDSHIP LLC

TRUST BUT VERIFY

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