Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Crilley is a financial professional with over 13 years of experience in the industry. Lori has been registered with Cambridge Investment Research Advisors, Inc. since 2017. Before that, Lori was registered with Ameritas Investment Corp. and CCF INVESTMENTS, INC. Lori is a Series 6, 7, 26, 63, and 65 licensed professional. Lori holds active registrations in 29 states and is a Registered Representative and Investment Advisor Representative for Cambridge Investment Research Advisors, Inc. Lori specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and pension plans.
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
AZ
08/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (Phoenix AZ)
AZ
06/21/2017 - 08/10/2017
AMERITAS INVESTMENT CORP. (Phoenix AZ)
AZ
02/24/2011 - 06/21/2017
CCF INVESTMENTS, INC. (Phoenix AZ)
IA
Issued 08/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lori Crilley is the right advisor for you? Invested Better is here to help.
