Loree Quinn (CRD# 5352469) is an Investment Advisor Representative working at Lpl Financial LLC in Monroe City, MO and has over 16 years of experience in the finance industry.
CRD# 4412949
Cwm, LLC
CRD# 6013179
Ipi Wealth Management, Inc.
CRD# 2730151
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Monroe City, MO | Dec 2022 - Current | 1 |
| Alliant Bank | Monore City, MO | Jun 1997 - Current | 26 |
| Usadvisors Wealth Management, LLC | Monroe City, MO | Nov 2014 - Dec 2022 | 8 |
| Securities America, Inc. | Jefferson City, MO | Jun 2007 - Dec 2022 | 15 |
| 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 |
- MO
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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