Lori Bishop is a CFP-designated registered investment advisor at Alliance Wealth Management Partners LLC, based in Alcoa, TN, with 36 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 606 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alliance Wealth charges an annual fee based on the value of your investments. This fee ranges from 0.75% to 1.35% depending on the complexity of services, amount of assets managed, inclusion of financial planning, and the overall relationship. Fees are calculated on the average daily market value of your investments and are paid monthly or quarterly. The fee may be negotiable.
Location
422 Marilyn Lane, Alcoa, TN, 37701
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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 involved in several outside business activities, including life coaching, design & art, training family caregivers, serving as board executive director for a caregiver society, providing shopping services, and renting out an RV. None of these activities appear to be insurance-related.
Employment History
Current Registrations
Alliance Wealth Management Partners LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
First Tennessee Brokerage, INC.Broker
Suntrust Securities, INC.Broker
First Tennessee Brokerage, INC.Broker
Invest Financial CorporationBroker
Investors Capital CORP.Broker
Ameritas Investment CORP.Broker
Buckhead Financial CorporationBroker
Sunamerica Securities, INC.Broker
Southmark Financial Services, INC.Broker
Pruco Securities CorporationBroker
Asset Planning CorporationBroker
State Registrations1 state
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.