Quincy Flanagan
Advisor at LPL Financial
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.
About
Quincy Flanagan is a financial advisor with LPL Financial based in Branson, MO, holding a Series 66 designation and two years of experience. His prior work includes roles at Central Trust Bank, Big Cedar Lodge, Bass Pro Shops, Chick-fil-A, and educational positions at College of the Ozarks, Cabool Home Center, Cabool High School, and Cabool Middle School. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through 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
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.)
Fee options
Financial planning and consulting services fees may be flat fees up to $10,000, negotiated between client and IAR.
Clients may pay commissions, markups, markdowns, and transaction charges for brokerage services; commissions apply particularly if LPL acts as broker-dealer.
Financial planning and consulting services fees may be hourly, up to $500 per hour.
Location
400 South Business 65 Highway
Branson, MO 65616
Most active in
Quincy F has reported serving >5 clients in these states in the last 12 months.
Missouri
Work history
LPL Financial
2024 - Present (2 years)
Central Trust Bank
2024 - Present (2 years)
Big Cedar Lodge
2024 - 2024 (1 year)
Bass Pro Shops
2023 - 2023 (1 year)
Chick-fil-A
2022 - 2023 (1 year)
College of the Ozarks
2021 - 2024 (3 years)
Cabool Home Center
2018 - 2021 (3 years)
Cabool High School
2017 - 2021 (4 years)
Cabool Middle School
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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