Loree QuinnCRD 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 10 years of experience in the finance industry.
Lpl Financial LLC
Cambridge Investment Research Advisors, Inc.
Thrivent Investment Management Inc.
|Usadvisors Wealth Management, LLC||Monroe City, MO||Nov 2014 - Current||3|
|Securities America, Inc.||Jefferson City, MO||Jun 2007 - Current||10|
|Alliant Bank||Monore City, MO||Jun 1997 - Current||20|
|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|
Total Assets Under Management121MILLIONS
Total Number of Accounts917ACCOUNTS
Average Account Value$132,271
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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