Lori Timothy
Lori Timothy is a registered investment advisor at International Assets Advisory, LLC, based in Orlando, FL, with 23 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
111 North Orange Avenue, Suite 1000, Orlando, FL, 32801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Lori is an advisor with International Assets Investment Management LLC since 2022, dedicating about a quarter of her time to this role. She is also the CEO of Steed Wealth Management, LLC, spending minimal time on this activity.
Employment History
Current Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations9 states
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