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Loree Quinn

Advisor at LPL Financial

Updated today

Location

Monroe City, MO 63456

Credentials

Series 66

Industry experience

18 years

About

Loree Quinn is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has worked at LPL Financial since 2022 and previously held roles at USAdvisors Wealth Management and Securities America, Inc. Quinn also has a background in non-variable insurance since 2009. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

921 Hwy 24 & 36 E

Monroe City, MO 63456

Most active in

Missouri

Work history

LPL Financial

2022 - Present (4 years)

USAdvisors Wealth Management, LLC

2014 - 2022 (8 years)

Securities America, inc.

2007 - 2022 (15 years)

Alliant Bank

1997 - Present (29 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Seth B

Series 66

Monroe City, MO

OSAIC Institutions, INC.

Seth Bray is a financial advisor at OSAIC Institutions, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at the firm since 2024. Outside of his advisory role, he serves as the offensive line coach for the Macon High School Varsity Football team. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services, including financial planning, ERISA plan services, and access to alternative investments. The firm’s approach involves a mix of fundamental and technical analysis, asset allocation, and third-party due diligence, with a notable emphasis on non-discretionary assets and integrated lending and investment platforms.

Annuities Tax-loss harvesting Founder/Business Owner Executive

Betsy R

Series 66

Palmyra, MO

Edward Jones

Betsy Rush is a Series 66 licensed financial advisor with Edward Jones in Palmyra, MO, where she has worked since 2011, accumulating 14 years of industry experience. She is part of a large network of advisors at Edward Jones, a full-service wealth management firm serving more than four million individual and institutional clients. Edward Jones manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

Toni H

CFP®, Series 66

Monroe City, MO

Edward Jones

Toni Hunter is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, Hunter worked at Gosney Pharmacy for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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