Loree Quinn, financial advisor Monroe City MO
93 score

Loree Quinn

CRD Number: 5352469
Current Firm: Usadvisors Wealth Management, LLC

Loree Quinn (CRD# 5352469) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Monroe City, MO and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Usadvisors Wealth Management, LLC Monroe City, MO Nov 2014 - Current 2
Securities America, Inc. Jefferson City, MO Jun 2007 - Current 9
Alliant Bank Monore City, MO Jun 1997 - Current 19
Securities America Advisors, Inc. Jefferson City, MO Apr 2008 - Nov 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Loree D. Quinn
Phone Number: 952-829-0000
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    121
    MILLIONS
  • Total Number of Accounts
    917
    ACCOUNTS
  • Average Account Value
    $132,271
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, DC, FL, GA, HI, IA, IL, IN, MA, MD, MI, MN, MO, ND, NE, NH, NV, OH, PR, SD, TN, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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