Lori Facinelli
Lori Facinelli is a registered investment advisor at Wells Fargo Advisors, based in Fairport, NY, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
121 S Main St, Fairport, NY, 14450
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2005Other Business Activities
Lori has several investment-related outside business activities, including 100% ownership with her spouse in Ace Financial Group and GLR Family, LLC, as well as rental properties. She also has partial ownership in Eastside Family Properties, LLC, and another rental property held under an LLC; these activities take about 10-20% of her time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations32 states
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