Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Ann Derrick is a financial advisor with over 10 years of experience in the industry. Lori is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since September of 2020. Prior to that, Lori was a financial advisor with Edward Jones for over 13 years. Lori holds a Series 66, Series 7 and SIE license. Lori is registered in 17 states for broker-dealer services and 2 states for investment advisory services. Lori is also a partner in Derrick Family Financial. Lori offers financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
AZ
09/15/2020 - Present
Raymond James Financial Services Advisors, Inc. (Glendale AZ)
AZ
09/16/2013 - 09/07/2020
EDWARD JONES (GLENDALE AZ)
BOTH
Issued 10/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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