Quentin Lavoy Palmer

Employer firm

The Legacy Financial Group, Inc. CRD 135059

$591M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2024 → 09/2025
  The Legacy Financial Group, Inc.
  Tulsa, OK
• 01/2024 → 03/2024
  Northwestern Mutual
  Tulsa, OK
• 10/2021 → 10/2023
  Hood & Associate Cpa, Pc
  Tulsa, OK
• 01/2021 → 09/2021
  Avantive Solutions
  Tulsa, OK
• 11/2019 → 12/2020
  Chinowth & Cohen Realtors
  Broken Arrow, OK
• 09/2017 → 10/2019
  Capital One Auto Finance
  Tulsa, OK
• 08/2014 → 08/2017
  East Central University
  Ada, OK
• 09/2025 → Present
  The Legacy Financial Group, Inc.
  Tulsa, OK

Other Businesses

INSURANCE LICENSED LIFE AND HEALTH

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-08

Other Names

• Quentin Palmer