UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
25yrs
Joseph P Quinn
Financial advisor at Ameriprise Financial Services
At a glance
Experience25 years (since 2001)
How that compares ?Top 24% by experience in Texas
Office5960 Berkshire Ln Suite 1200, Dallas, TX 75225
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Jul 2026 – nowAmeriprise Financial Services, LLCCurrent firm
- 2016 – 2026Kestra Advisory Services, LLCPreviously
- 2005 – 2016Kestra Investment Services, LLCPreviously
- Apr 2004 – May 2005Mony Securities CorporationPreviously
- Mar 2002 – Dec 2003Veravest Investment Advisors, Inc.Previously
Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Joseph
How do I contact Joseph?
Call Ameriprise Financial Services at 612-671-3131 and ask for Joseph P Quinn. Joseph works from the Dallas, TX office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 2001, about 25 years. Top 24% by experience in Texas.
What licenses does Joseph hold?
Series 66. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Joseph for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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