Advisor at Quinley Stewardship LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Quinley Stewardship LLC
Location
Visalia, CA 93277-9476
Credentials
Series 63, Series 65
Industry experience
24 years
Kevil Quinley is the principal advisor at Quinley Stewardship LLC in Visalia, CA, holding Series 63 and Series 65 designations with 24 years of industry experience. His career includes roles at Cambridge Investment Research Advisors, Inc. and operating under his own business names since 2006. Quinley Stewardship provides discretionary investment management and limited advisory services to individuals, trusts, and select employer-sponsored retirement plans. The firm focuses on long-term strategic asset allocation primarily through mutual funds, ETFs, and closed-end funds, utilizing a structured client intake and monitoring process supported by third-party fund evaluations.
Based on Quinley Stewardship LLC
$0 - $50,000: 1.95% $50,001 - $100,000: 1.70% $100,001 - $250,000: 1.30% $250,001 - $500,000: 1.10% $500,001 - $1,000,000: 0.60% $1,000,001+: 0.40%
Investment Adviser Representative: $194.00/hour; Operations Assistant: $78.00/hour
Account minimum: $40,000
4044 S. Demaree Street, Suite B
Visalia, CA 93277-9476
California · Texas
Quinley Stewardship LLC
2025 - Present (1 year)
Quinley Stewardship LLC
2020 - 2025 (5 years)
Kevil Quinley
2017 - 2021 (4 years)
Kevil Quinley (DBA Quinley Financial Stewardship starting 2017)
2006 - 2020 (14 years)
Cambridge Investment Research Advisors
2006 - 2020 (14 years)
Cambridge Investment Research, Inc.
2006 - 2020 (14 years)
Quinley Financial Stewardship & Insurance Services, Inc.
2006 - 2016 (10 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Visalia, CA
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Series 65
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Molano Wealth Management
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