Lori Price is a registered investment advisor, based in Hendersonville, NC, with 32 years of industry experience.
Location
210 Third Avenue West, Hendersonville, NC, 28739
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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 the owner of Church Street Wealth Advisors of Steward Partners, a support company/DBA, since 2021. She works as a Sr. Registered Client Administrative Manager and dedicates minimal time to this business.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Smith Barney INC.Broker
First Investors CorporationBroker
State Registrations16 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.