Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori McKellar is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Murfreesboro, Tennessee. Lori has been working in the financial services industry since 2015. Lori is registered with the Securities and Exchange Commission (SEC) and the state of Tennessee. Lori holds the Series 6, 7, 63, and 65 licenses. Lori is also registered with the Financial Industry Regulatory Authority (FINRA) and has been a registered representative of Raymond James since 2017. Lori provides financial advice to clients in a variety of areas including retirement planning, investment management, and estate planning. Lori is committed to providing her clients with the highest level of personalized service.
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
TN
04/19/2017 - Present
Raymond James Financial Services Advisors, Inc. (MURFREESBORO TN)
GA
03/06/2015 - 03/24/2017
SECURITIES SERVICE NETWORK, INC. (ATLANTA GA)
IA
Issued 7/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/3/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/6/2017
Series 7 - General Securities Representative Examination
BC
Issued 3/6/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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