Donald Quint is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Tulsa, OK, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1924 S Utica Ave Ste 710, Tulsa, OK, 74104-6513
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald is a Third Party Administrator (TPA) for Nolan Financial Group (NFG) and uses NFG to provide TPA services to his clients, spending about 10-20% of his time on non-variable insurance. He also works with Don P. Quint & Associates and KQ Wealth Management as a Registered Investment Advisor DBA, dedicating about a quarter of his time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Kq Wealth Management LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations30 states
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