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Lorilee Hoalst Jones

Brokers International Financial Services, LLC

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About Lorilee Hoalst Jones

Lorilee Jones is a financial advisor registered with Brokers International Financial Services, LLC. Lorilee has been in the industry since 1994 and is currently registered in Idaho and New Mexico. Lorilee's previous experience includes working with Cetera Advisors LLC, Legacy Financial Services, Inc., Investment Centers of America, Inc., and InterSecurities, Inc.. Lorilee is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Lorilee Jones is currently registered with Brokers International Financial Services, LLC. Brokers International Financial Services, LLC is a Limited Liability Company based in Urbandale, IA, that provides investment advisory services to individuals, businesses, charitable organizations, and other investment advisors. The firm is registered with the SEC and in all 51 states and has over 180 licensed agents, 173 investment advisor representatives, and 197 registered representatives. They have approximately $2 billion in assets under management, with a majority of their clients being individuals other than high-net-worth, followed by high-net-worth individuals. They also offer educational seminars and publish periodicals, and they are involved in wrap fee program participation.
Brokers International Financial Services, LLC

4135 NW URBANDALE DR

URBANDALE, IA 50322

$2.00B

Assets Under Management

10

Total Clients

226

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets managed by third-party advisor firms

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Lorilee Jones’s Registration & Firm History

IA

06/26/2018 - Present

Brokers International Financial Services, LLC (URBANDALE IA)

ID

07/18/2007 - 03/13/2018

CETERA ADVISORS LLC (MERIDIAN ID)

ID

06/29/2001 - 07/18/2007

LEGACY FINANCIAL SERVICES, INC. (MERIDIAN ID)

WI

10/08/1994 - 07/18/2001

INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)

FL

09/16/1994 - 10/14/1994

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 07/07/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/1994

Series 7 - General Securities Representative Examination

BC

Issued 09/10/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lorilee Hoalst Jones.
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