John Thomas Quiggle
Investment adviser representative at Osaic Institutions, Inc.
21 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Osaic, Institutions, Inc.Nov 2023 to now
- First BancorpNov 2023 to now
- Nc State UniversitySep 2021 to now
- NchsaaAug 2021 to now
- First Citizens Investor ServicesOct 2019 to Nov 2023
- Wells Fargo Clearing Services, LLCNov 2018 to Oct 2019
- Infinex Investments, Inc.Apr 2014 to Nov 2018
- Rental PropertyJun 2005 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (NC).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5142600
- Firm CRD
- 35371