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Kevil Q

Series 63, Series 65

Visalia, CA

Quinley Stewardship LLC

Kevil Quinley is the sole advisor at Quinley Stewardship LLC in Visalia, CA, holding Series 63 and Series 65 designations with 25 years of industry experience. His career includes roles at Cambridge Investment Research Advisors and managing his own financial stewardship and insurance services firms since 2006. Quinley Stewardship LLC provides discretionary investment management and advisory services mainly to individual and high-net-worth investors, trustees, and select employer-sponsored retirement plans. The firm emphasizes long-term asset allocation through mutual funds, ETFs, and closed-end funds, using risk questionnaires and quantitative assessments to tailor and monitor client portfolios.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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