Best Investors Account Sign in
Inactive

Quinn Thomas Vicars

Financial Plan, Inc.

Bellingham, WA

Claim This Profile
Current Employers
Financial Plan, Inc.

11 Bellwether Way, Suite 301, Bellingham, WA 98225-2956 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-03-20
  • WA RA
    APPROVED
    Since 2026-03-20

Branch Locations

11 Bellwether Way, Suite 301, Bellingham, WA 98225-2956 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
5 Guys Monroe WA 08/2016 08/2017
Pacific Lutheran University Spanaway WA 09/2017 06/2018
Central Washington University Ellensburg WA 08/2017 06/2022
Interlochen Summer Arts Camp Interlochen MI 07/2019 08/2020
The Chamberlin Group Helena MT 06/2021 05/2022
Mcilrath & Eck Llc Smokey Point WA 08/2022 08/2023
Lingua Language Academy Gimhae 09/2023 09/2024
Kestra Advisory Services, Llc Anacortes WA 12/2024 12/2025
Sultan High School Sultan WA 09/2015 01/2017
Financial Plan, Inc. Bellingham WA 03/2026 Present
Barrett Financial Anacortes WA 12/2024 02/2026
  • 08/2016 → 08/2017
    5 Guys
    Monroe, WA
  • 09/2017 → 06/2018
    Pacific Lutheran University
    Spanaway, WA
  • 08/2017 → 06/2022
    Central Washington University
    Ellensburg, WA
  • 07/2019 → 08/2020
    Interlochen Summer Arts Camp
    Interlochen, MI
  • 06/2021 → 05/2022
    The Chamberlin Group
    Helena, MT
  • 08/2022 → 08/2023
    Mcilrath & Eck Llc
    Smokey Point, WA
  • 09/2023 → 09/2024
    Lingua Language Academy
    Gimhae
  • 12/2024 → 12/2025
    Kestra Advisory Services, Llc
    Anacortes, WA
  • 09/2015 → 01/2017
    Sultan High School
    Sultan, WA
  • 03/2026 → Present
    Financial Plan, Inc.
    Bellingham, WA
  • 12/2024 → 02/2026
    Barrett Financial
    Anacortes, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-14
  • S65 Uniform Investment Adviser Law Examination
    2024-04-14

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
GOODRICH & ASSOCIATES, LLC
D.A. DAVIDSON & CO.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PRIVATE ADVISOR GROUP, LLC
WEST INVEST
SATURNA CAPITAL CORPORATION

Other Investors

THOMAS GERARD DONAGHY
BEN JOYCE
KAREN L RICHARDS
DANIEL JOHN DAVIS
WILLIAM JUNG ZOLLNER
CHELSEA DAWN WELLS
MARICEL C DALERE
LIANA LEE FREEMAN

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · BELLINGHAM, WA
GOODRICH & ASSOCIATES, LLC · BELLINGHAM, WA
GOODRICH & ASSOCIATES, LLC · BELLINGHAM, WA
D.A. DAVIDSON & CO. · BELLINGHAM, WA
EDWARD JONES · BELLINGHAM, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Bellingham, WA
EDWARD JONES · BELLINGHAM, WA
PRIVATE ADVISOR GROUP, LLC · Bellingham, WA

More in Bellingham, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor