Lorraine Zeplinski
Lorraine Zeplinski is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Philadelphia, PA, with 40 years of industry experience. Lorraine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Philadelphia, PA
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lorraine owns Zeplinski & Slowick, providing income tax preparation services since 1985, taking about a fifth of her time. Lorraine is also an independent insurance agent selling fixed insurance products, dedicating about a fifth of her time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Locust Street Securities, INC.Broker
Philadelphia Life Asset Planning CompanyBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations5 states
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