Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Barber is a financial advisor with over 23 years of experience in the industry. Lori is registered with Wells Fargo Advisors Financial Network, LLC. Lori provides investment advice to individuals, corporations, and other businesses. Lori is also a registered Investment Advisor Representative (IAR) in Texas and Virginia.
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.
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.
Investment consulting services to institutional clients
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.
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2
VA
05/16/2024 - Present
Wells Fargo Advisors Financial Network, LLC (LYNCHBURG VA)
VA
06/22/2006 - 05/16/2024
WELLS FARGO CLEARING SERVICES, LLC (SOUTH BOSTON VA)
NC
02/13/2003 - 06/09/2006
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
11/14/2000 - 02/11/2003
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
BOTH
Issued 09/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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