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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Price is a financial advisor with over 30 years of experience in the industry. Lori is registered with Merit Financial Advisors and has previously worked for LPL Financial LLC, Securities America, Inc., and Lincoln Financial Advisors Corporation. Lori has expertise in a variety of financial planning services, including portfolio management, retirement planning, and estate planning. Lori holds a Series 7, 6, 22, 24, 31, and SIE licenses. Lori has been recognized for her expertise in financial planning and has been featured in several industry publications. Lori is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Consulting fees
1
2
CT
11/03/2019 - Present
Merit Financial Advisors (Wilton CT)
FL
06/01/2011 - 08/16/2024
LPL FINANCIAL LLC (BOYNTON BEACH FL)
CT
08/08/2005 - 06/02/2011
SECURITIES AMERICA, INC. (WILTON CT)
IN
05/03/1988 - 08/05/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/03/1988 - 08/05/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
05/03/1988 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
11/08/1984 - 05/06/1988
THE WINDMILL GROUP, INC.
BC
Issued 11/09/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/07/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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