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Justin S

Series 63, Series 65

Katy, TX

Quiver Financial Holdings LLC

Justin Singletary is a financial advisor with Quiver Financial Holdings LLC in Katy, TX, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. His work history includes roles at American Trust Investment Services, WestPark Capital, World Financial Group, and Transamerica Financial Advisors. He also serves as Director of Business Development for Quiver Financial, Inc. Quiver Financial Holdings serves individual and high-net-worth clients, investment companies, and corporations by providing portfolio management, financial planning, consulting, and managed account services. The firm offers a subscription newsletter focused on macro commentary and employs a diversified investment approach tailored to clients’ objectives, time horizons, and risk tolerances.

Wealth management Annuities
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Patrick M

Series 66

San Clemente, CA

Quiver Financial Holdings LLC

Patrick Morehead is a financial advisor with Quiver Financial Holdings LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Global Crossing Airlines, GoJet Airlines, and several financial firms. Outside of advising, he is also active as a real estate agent and insurance sales agent, and he owns an asset protection company for personal real estate. Quiver Financial Holdings serves individual and high-net-worth clients, investment companies, and corporations by offering portfolio management, financial planning, consulting, and managed account services. The firm employs a range of investment strategies and operates a subscription newsletter providing macro commentary on emerging sectors and disruptive technologies.

Wealth management Annuities
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Richard M

Series 66, Series 63

San Clemente, CA

Quiver Financial Holdings LLC

Richard Mcfadden is a financial advisor with Quiver Financial Holdings LLC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Quiver Financial Holdings since 2020 and previously worked at American Trust Investment Services, Inc. Mcfadden is also CEO of Quiver Financial Insurance Services and manages a non-investment related consulting role at North Beach Auto, LLC. Quiver Financial Holdings serves individual and high-net-worth clients, investment companies, and corporations, offering portfolio management, financial planning, consulting, and managed account services. The firm provides a subscription newsletter focused on macro commentary and emerging sectors, employing a variety of investment strategies tailored to client goals and risk tolerances.

Wealth management Annuities
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