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Desmond Paul Quigley

Desmond P. Quigley

QUIGLEY FINANCIAL LLC
Peachtree City, GA
Some features on this profile are disabled
CRD#: 5399905
Desmond Paul Quigley

Professional summary

Desmond Paul Quigley, CFP® is a registered financial advisor currently at QUIGLEY FINANCIAL LLC located in Peachtree City, Georgia.

Desmond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Desmond has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

What are your service offerings?
Estate Planning
Education Planning
Tax Planning
Investment Planning
Employee and Employer Plan Ben...
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Estate & Generational Planning...
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1M
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.
DELTA AIR LINES EMPLOYEE (PILOT) EMPLOYMENT IS NOT INVESTMENT RELATED DELTA AIR LINES ATLANTA HARTSFIELD AIRPORT ATLANTA, GA 30303 EMPLOYED: 03/1997 - PRESENT HOURS PER MONTH: 70 HOURS DURING TRADING HOURS: 20 DUTIES: REGULARLY SCHEDULED FLYING AS DOMESTIC COMMERCIAL AIRLINE PILOT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Desmond Paul Quigley'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®
CFP®

Certified Financial Planner

Start date: 2008

Experience

Current

September 12, 2007 - Present

QUIGLEY FINANCIAL LLC

RIA
CRD#: 144704
Peachtree City, GA

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
Georgia
(9/12/2007)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/26/2007
Uniform Investment Adviser Law Examination

Current Firm

QF
QUIGLEY FINANCIAL LLC
QUIGLEY FINANCIAL | QUIGLEY, DESMOND PAUL | QUIGLEY FINANCIAL LLC

CRD#: 144704 / SEC#:

Georgia
Registered Investment Advisory firm - (9/10/2007 Approved)
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Contact information

Main Address
Peachtree City, GA
Mailing Address
Phone number
(678) 520-2327
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts182
AUM (Assets Under Management)$ 86,949,372

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

QUIGLEY FINANCIAL LLC

CRD#: 144704Peachtree City, GA

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Contact information

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