MQ
ChFC
MQ
ChFC

Michael Quinlivan

24 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
14 clients
Average Client Portfolio
$651K average
Assets Under Management
$9.1M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

301 South Elm Street, Suite 1008, Greensboro, NC, 27401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Pension Planning Solutions, INC.
June 2025 - Present · 8 mos
Previous Registrations
Pension Planning Solutions, INC.
December 2006 - June 2025 · 18 yrs 6 mos
Presidium
August 2006 - October 2006 · 2 mos
MML Investors Services, INC.
March 2004 - June 2006 · 2 yrs 3 mos
Jefferson Pilot Securities CORP
January 2001 - March 2004 · 3 yrs 2 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.