Quinn Charles Davis
Investment adviser representative at LPL Financial LLC
14 yearsExperience
3 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- LPL Financial LLCApr 2024 to now
- 49 Wealth Management LLCJan 2023 to Apr 2024
- Purshe Kaplan Sterling InvestmentsJul 2020 to Jan 2024
- Thrivent Advisor Network dba 49 FinancialJul 2020 to Dec 2022
- UnemployedMay 2020 to Jul 2020
- Shady Oaks Country ClubMay 2018 to Aug 2018
- University of ArkansasAug 2017 to May 2020
- Shady Oaks Country ClubMay 2017 to Aug 2017
- Fish CreekMay 2016 to May 2017
- Aledo School DistrictAug 2012 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (CA, KS, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7267403
- Firm CRD
- 6413