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 Silverthorne is a financial advisor at T. Rowe Price Associates, Inc. Lori has been in the financial industry since 2003 and has a broad range of experience in providing investment advice to a variety of clients, including high-net-worth individuals, corporations, and institutions. Lori holds the Series 7, 24, 30, 63, and 66 licenses, as well as the Securities Industry Essentials Examination (SIE). Lori is committed to providing her clients with personalized financial advice and helping them achieve their investment goals. Lori is also a board member for the Trinity School.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MD
06/18/2020 - Present
T. Rowe Price Associates, Inc. (Owings Mills MD)
VA
04/28/2006 - 03/07/2018
CHARLES SCHWAB & CO., INC. (VIENNA VA)
MD
12/01/2005 - 04/03/2006
LEGG MASON INVESTOR SERVICES, LLC (BALTIMORE MD)
MD
04/14/2003 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 09/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2024
Series 30 - NFA Branch Manager Examination
BC
Issued 01/22/2021
Series 24 - General Securities Principal Examination
BC
Issued 03/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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