Lori Price
Lori Price is a registered investment advisor at Merit Financial Advisors, based in Palm Beach Gardens, FL, with 41 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 14,417 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Merit Financial Group charges an annual investment advisory fee of up to 2.50% of the assets in your account. This fee is negotiable and can depend on the investment advisor representative, the value of your account, the types of assets, the complexity of your portfolio, your financial situation, how actively your portfolio is traded, anticipated future assets, your relationship with the advisor, and any additional services you request. Clients of independent contractor advisors pay an additional platform fee of 0.25% or 0.35% depending on who manages the account.
Location
Palm Beach Gardens, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2010Customer Dispute
July 2010Other Business ActivitiesSells Insurance
Lori sells fixed insurance products, including life, health, and long-term care, dedicating about 10-20% of her time to this activity. She also provides investment advisory services through Merit Financial Group, LLC, and has several business entities for tax/investment purposes, including real estate rental.
Employment History
Current Registrations
Merit Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Private Advisor Group, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
The Windmill Group, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.