Lori Sidrony is a CFP-designated registered investment advisor, based in Fort Worth, TX, with 30 years of industry experience.
Location
300 Throckmorton St, Suite 1450, Fort Worth, TX, 76102
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Regulatory History
Clean regulatory record
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.
Learn about disclosures →Employment History
Current Registrations
Captrust
February 2024 - Present · 2 yrs 3 mos
Capfinancial Securities, LLC.Broker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
First Command Advisory Services
December 2015 - August 2023 · 7 yrs 8 mos
First Command Brokerage Services, INC.Broker
January 2008 - August 2023 · 15 yrs 7 mos
First Command Financial Planning, INC.
January 2008 - December 2015 · 7 yrs 11 mos
1st Global Advisors INC
June 2003 - November 2007 · 4 yrs 5 mos
1st Global Capital CORP.Broker
June 2003 - November 2007 · 4 yrs 5 mos
Hfg Advisors, L.L.C.
May 2001 - June 2003 · 2 yrs 1 mo
MML Investors Services, INC.Broker
May 2001 - May 2003 · 2 yrs
MML Investors Services, INC.
May 2001 - May 2003 · 2 yrs
Lincoln Financial Advisors CorporationBroker
July 1996 - May 2001 · 4 yrs 10 mos
The Lincoln National Life Insurance CompanyBroker
July 1996 - May 2001 · 4 yrs 10 mos
Quest Capital Strategies, INC.Broker
March 1996 - August 1996 · 5 mos
A. G. Edwards & Sons, INC.Broker
July 1993 - May 1994 · 10 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.