Lori Wray is a registered investment advisor at LPL Financial LLC, based in Lake St Louis, MO, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
6895 Lake Saint Louis Blvd, Lake St Louis, MO, 63367
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lori operates several businesses, including Triada Advisors, Vine Wealth Management, Cornerstone Wealth Management, and Cornerstone Wealth Portfolios, all DBAs for her LPL business. She also owns Live Anew Inc (Investing You), a non-investment related business focused on wellbeing and life goals for clients.
Employment History
Current Registrations
LPL Financial LLC
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
Edward JonesBroker
Edward D. Jones & CO., L.P.Broker
State Registrations11 states
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