What Makes Quantum Different?

Definition of a Fiduciary:

“A fiduciary is defined as a person who has the legal and/or implied moral responsibility to manage the assets of another person. A fiduciary must act solely in the best interests of that person.”

Our loyalty is to you.

Five Fiduciary Responsibilities:

  1. Duty of Loyalty
  2. Duty to Diversify
  3. Incur Only Reasonable Costs
  4. Monitor Investments
  5. Avoid Prohibited Transactions

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC.  Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.


California United States

We are registered to sell Securities in the following state(s): California

We are licensed to sell Insurance in the following state(s): California

Online Privacy Policy | Privacy Promise | Business Continuity | Important Disclosures | Order Routing Code of Ethics

Website Design For Financial Services Professionals | Copyright 2022 AdvisorWebsites.com. All rights reserved