LG
LG

Lorri Gillock-Cordelli

31 Years of Experience
Memphis, TN
1 DisclosureBroker

Lorri Gillock-Cordelli is a registered investment advisor at Raymond James & Associates, INC., based in Memphis, TN, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1100 Ridgeway Loop Road, Memphis, TN, 38120

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History

Regulatory History (1)
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Customer Dispute
March 2025
Pending
Employment History
Current Registrations
Raymond James & Associates, INC.
March 2009 - Present · 17 yrs 2 mos
Raymond James & Associates, INC.
March 2009 - Present · 17 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2009 - Present · 17 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 1997 - March 2009 · 11 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1994 - March 2009 · 14 yrs 10 mos
State Registrations8 states
ALARCOFLGAMSOHTN
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Lorri Gillock-Cordelli - Financial Advisor | TrueAdvisor