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James Mcquinn, Cfp, Crpc, Ea Email & Phone Number
Non-Public Arbitrator
at
FINRA
1 work email found
@baml.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Non-Public Arbitrator
Location
Greater Chicago Area, United States, United States
Company size
Who is James Mcquinn, Cfp, Crpc, Ea? Overview
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Quick answer
James Mcquinn, Cfp, Crpc, Ea is listed as Non-Public Arbitrator at FINRA, a company with 83 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at baml.com and a matched LinkedIn profile for James Mcquinn, Cfp, Crpc, Ea.
James Mcquinn, Cfp, Crpc, Ea previously worked as Assistant Vice President, Financial Solutions Advisor, Bank of America Financial Centers at Bank Of America Merrill Lynch and Financial Advisor at Ameriprise Financial Services, Inc.. James Mcquinn, Cfp, Crpc, Ea holds Bachelor Of Science - Bs, Business Administration And Management, General from Marquette University.
Company email context
Email format at FINRA
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*@baml.com
68% confidence
AeroLeads found 1 current-domain work email signal for James Mcquinn, Cfp, Crpc, Ea. Compare company email patterns before reaching out.
Profile bio
About James Mcquinn, Cfp, Crpc, Ea
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Current workplace
James Mcquinn, Cfp, Crpc, Ea's current company
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7 roles
James Mcquinn, Cfp, Crpc, Ea work experience
A career timeline built from the work history available for this profile.
Non-Public Arbitrator
Current
Jun 2023 - Present
Assistant Vice President, Financial Solutions Advisor, Bank Of America Financial Centers
- Assigned to the center’s high-net-worth clients, serving investment and banking needs
- Employed a comprehensive financial planning approach emphasizing investment management, cash and debt management, retirement and education funding, insurance needs, and tax and estate planning strategies
Mar 2016 - Aug 2021
Financial Advisor
- Advised clients, emphasizing comprehensive financial planning, including: investment management, cash and debt management, retirement and education funding, insurance needs, tax and estate planning strategies
Jan 2013 - Dec 2015
President & Co-Owner
Hallman & Mcquinn Capital Managment
- Primary investment manager directing discretionary asset allocation of more than 300 accounts
- Key client contact and responsible for new client development
- Established and maintained relationships with sub-advisors to increase assets under management
- Planned and implemented marketing campaigns and regular client communications, including creating quarterly newsletters for clients and prospective clients
Sep 2000 - Nov 2011
Principal
Cooper Linse Hallman Capital Management
- Responsible for new client development; vastly exceeded goals by tripling assets under management, from $50 million to $175 million
- Key client contact; maintained relationships and gained referrals
- Established and maintained relationships with sub-advisors
- Created quarterly newsletter sent to all clients and prospective clients generating inquiries, new accounts, and asset additions to existing accounts
- Key member of investment committee responsible for asset allocation decisions
Jun 1996 - Aug 2000
Branch Manager & Vice President
- Led the opening of the Orland Park, IL financial planning branch. Responsibilities included managing and supervising a second, satellite, office in Olympia Fields, IL. Combined client assets exceeding $1 billion.
- Producing Branch Manager; maintained client relationships in addition to managerial duties.
- Responsible for all aspects of branch operations and goal achievement: revenue and profitability growth, manpower and staffing, training, regulatory and firm compliance, and budgeting
- Recruited experienced top producers from competing firms; select, trained and mentored new stockbroker hires.
- Achieved and retained a #1 ranking in market share penetration of south suburban Chicago market in revenues and profitability; achieved ongoing profitability measures among top 10% of firm’s branches nationwide
Jan 1987 - Jun 1996
2 education records
James Mcquinn, Cfp, Crpc, Ea education
Bachelor Of Science - Bs, Business Administration And Management, General
Marquette University
Education record
Marist High School Chicago
FAQ
Frequently asked questions about James Mcquinn, Cfp, Crpc, Ea
Quick answers generated from the profile data available on this page.
What company does James Mcquinn, Cfp, Crpc, Ea work for?
James Mcquinn, Cfp, Crpc, Ea works for FINRA.
What is James Mcquinn, Cfp, Crpc, Ea's role at FINRA?
James Mcquinn, Cfp, Crpc, Ea is listed as Non-Public Arbitrator at FINRA.
What is James Mcquinn, Cfp, Crpc, Ea's email address?
AeroLeads has found 1 work email signal at @baml.com for James Mcquinn, Cfp, Crpc, Ea at FINRA.
Where is James Mcquinn, Cfp, Crpc, Ea based?
James Mcquinn, Cfp, Crpc, Ea is based in Greater Chicago Area, United States, United States while working with FINRA.
What companies has James Mcquinn, Cfp, Crpc, Ea worked for?
James Mcquinn, Cfp, Crpc, Ea has worked for Finra, Bank Of America Merrill Lynch, Ameriprise Financial Services, Inc., Hallman & Mcquinn Capital Managment, and Cooper Linse Hallman Capital Management.
How can I contact James Mcquinn, Cfp, Crpc, Ea?
You can use AeroLeads to view verified contact signals for James Mcquinn, Cfp, Crpc, Ea at FINRA, including work email, phone, and LinkedIn data when available.
What schools did James Mcquinn, Cfp, Crpc, Ea attend?
James Mcquinn, Cfp, Crpc, Ea holds Bachelor Of Science - Bs, Business Administration And Management, General from Marquette University.
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