Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.
Forbes Lists
About Tom Quirk
The description above is provided by Tom.
Focus Area / Customer Base
Retirement Planning, Investments and Distributions
Tom Quirk's Awards
2021
Forbes Best-In-State Wealth Advisors
2022
LPL Summit - top 150 Financial Advisors at LPL Financial
2022
Forbes Best In-State Wealth Advisors
2023
Forbes Best In-State Wealth Advisors
2023
LPL Summit - Rank #125 of 22,000
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
CRPC conferred by College for Financial Planning. CRC conferred by InFRE®
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/ SIPC".
The LPL Financial Registered Representatives associated with this site may only discuss and or transact securities business with residents of the following states: CA, CO, CT, DE, Washington D.C., FL, GA, IN, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, PA, SC, TN, TX, VA and WV.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/ SIPC".
The LPL Financial Registered Representatives associated with this site may only discuss and or transact securities business with residents of the following states: CA, CO, CT, DE, Washington D.C., FL, GA, IN, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, PA, SC, TN, TX, VA and WV.