Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Marie Harmon is a financial advisor with over 10 years of experience in the industry. Lori is currently registered with Cambridge Investment Research Advisors, Inc. in Greeneville, TN. Before joining Cambridge, Lori worked with LPL Financial LLC, in Greeneville, TN. Lori is a licensed securities professional and holds Series 7, Series 63, and Series 66 licenses. Lori is also a licensed insurance agent. Lori's specializations include investments, insurance, financial planning, and retirement planning.
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.
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.
Solicitation fees from 3rd party money managers
1
2
TN
01/20/2021 - Present
Cambridge Investment Research Advisors, Inc. (Greeneville TN)
TN
10/02/2015 - 11/16/2015
LPL FINANCIAL LLC (GREENEVILLE TN)
BOTH
Issued 09/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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