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Lori Allison Rivet

Primerica Brokerage Services, Inc.

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About Lori Allison Rivet

Lori Allison Rivet is a financial professional who is currently registered with Primerica Brokerage Services, Inc. and PFS Investments Inc.. Lori has been in the financial industry since 2003 and has a broad range of experience with investments. Lori holds several securities licenses, including Series 6, Series 26 and Series 99TO. Lori's primary office is located in Duluth, Georgia.

Firm Information

Lori Rivet is currently registered with Primerica Brokerage Services, Inc.. Primerica Brokerage Services, Inc. is a Corporation that was formed on 2022-05-20 and is registered in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Lori Rivet’s Registration & Firm History

GA

05/26/2023 - Present

Primerica Brokerage Services, Inc. (DULUTH GA)

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Licenses & Designations

BC

Issued 07/16/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/18/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lori Allison Rivet.
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