Lori Mondello is a registered investment advisor at USAA Investment Services Company, based in Tampa, FL, with 29 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 2,080 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
9527 Delaney Creek Blvd., Tampa, FL, 33619
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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.
Learn about disclosures →Employment History
Current Registrations
USAA Investment Services Company
USAA Investment Services Company
USAA Investment Services CompanyBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
USAA Investment Services Company
USAA Investment Services CompanyBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Hancock Whitney Investment Services INC.Broker
Hancock Whitney Investment Services INC.
Mercer Global Advisors INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Countrywide Investment Services, INC.
Countrywide Investment Services, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Colonial Asset Management INC
Colonial Brokerage, INC.Broker
Charles Schwab & CO., INC.Broker
Suntrust Securities, INC.
Suntrust Securities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Huntington Investment CompanyBroker
Charles Schwab & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Charles Schwab & CO., INC.Broker
State Registrations53 states
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