Paul Richard Quinn

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → 05/2018
  St Joseph Academy
  Lakeland, FL
• 01/2014 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 01/2014 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2011-02-24 → 2013-12-31
  Berthel, Fisher & Company Financial Services, Inc.
  Lakeland, FL
  Dixon, IL
• 2006-05-16 → 2009-09-03
  Berthel, Fisher & Company Financial Services, Inc.
  Rantoul, IL
  Rantoul, IL

Other Businesses

1. KRENSON OAKS HOA-N-LAKELAND, FL-HOMEOWNERS ASSOCIATION-TREASURER-1/2013-1-0-MEETING 5 TIMES A YEAR-GIVE REPORT. FIXED, LIFE, AND INDEX INSURANCE SALES. 2. PAUL QUINN FINANCIAL DBA; 6751 KRENSON OAKS CIRCLE LAKELAND, FL 33810; Securities and insurance DBA; 01/06/2014; INVESTMENT-RELATED DBA; 160/MO 140 DURING TRADING HOURS. 3. Executor for Gary Buchanan

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-02
• S63 Uniform Securities Agent State Law Examination
  1997-09-22