Quentin Palmer has been an investment adviser representative at The Legacy Financial Group since September 2025, and is not listed among the firm’s executive officers or direct owners.
The Legacy Financial Group, Inc. is a Tulsa, OK firm with $591M under management, 317 clients and 5 advisers across 3 offices, as of its September 2026 filing.
- – present · 1 yearTulsa, OK · Adviser representative · Firm CRD 135059
Investment adviser representative registrations
Quentin Palmer is registered as an investment adviser representative in 2 states. The first approvals date from September 2025; the most recent is Texas, in January 2026.
- OklahomaSince 8 September 2025
- TexasSince 7 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 September 2025 |
| SIE | Securities Industry Essentials Examination | 7 August 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Quentin Lavoy Palmer
- CRD
- 7853579
- Firm
- The Legacy Financial Group · CRD 135059
- Office
- 1425 E. 41ST PLACE, SUITE 100, Tulsa, OK 74105
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Quentin Palmer work?
Quentin Palmer is an investment adviser representative registered through The Legacy Financial Group, Inc. since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Quentin Palmer a financial advisor?
Yes. Quentin Palmer has a current investment-adviser registration in Oklahoma and Texas, through The Legacy Financial Group since September 2025.
How many years of experience does Quentin Palmer have?
Quentin Palmer has 1 year in the financial industry, since September 2025, across 1 adviser firm.
What exams has Quentin Palmer passed?
Quentin Palmer has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in August 2023.
Where is Quentin Palmer based?
Quentin Palmer’s registered office is in Tulsa, OK.
Is Quentin Palmer registered with FINRA?
No. Quentin Palmer has no current broker registration.
How can I verify Quentin Palmer’s record?
Search CRD 7853579 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Quentin Palmer’s full registration record.
Kevin KingPresident and Shareholder- Gery SadzewiczChief Compliance Officer