Lori Bebee
Lori Bebee is a registered investment advisor at LPL Enterprise, LLC, based in Bay City, MI, with 32 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
1602 S Euclid Ave, Bay City, MI, 48706
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Regulatory History (1)
Customer Dispute
June 2021Other Business ActivitiesSells Insurance
Lori owns My Style Jewelry and Beads, crafting items for sale, dedicating a few hours per week. She is also a registered representative and insurance agent for MetLife, selling non-variable insurance, and spends about 10-20% of her time on this. Finally, Lori is a notary, spending minimal time on this activity.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
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.