Clinton Samuel Quinn
Advisor at OSAIC — Longview, TX Horseshoe Lane
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
5 years
Location
Longview, TX 75605
OSAIC
Institution
Clinton Quinn is a CFP®-certified financial advisor with five years of industry experience, currently with OSAIC. His prior roles include positions at SagePoint Financial, LPL Financial, and Raymond James Financial Services. Quinn is listed as an officer of Elite Dance Center, LLC, a dance instruction studio co-owned by his wife, although he has no operational duties or ownership in the business. OSAIC serves a diverse client base including individual investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers a range of advisory services utilizing asset-allocation tools and third-party managers to create portfolios that may include equities, fixed income, alternatives, and managed accounts.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Longview, TX Horseshoe Lane
2110 Horseshoe Lane
Longview TX 75605
Advisors at this office
2
Texas
5 years of industry experience
OSAIC
2023 - Present • 3 years
Longview, TX
SagePoint Financial, Inc.
2023 - 2023 • 1 year
Longview, TX
LPL Financial
2021 - 2023 • 2 years
Longview, TX
Raymond James Financial Services Advisers
2021 - 2021 • 1 year
Longview, TX
Raymond James Financial Services Inc
2021 - 2021 • 1 year
Longview, TX
ABE Franchising LLC
2019 - 2021 • 2 years
Longview, TX
BTH Bank NA
2013 - 2019 • 6 years
Longview, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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