LA
LA

Lori Abbazia

30 Years of Experience
Weeki Wachee, FL
Broker

Lori Abbazia is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Weeki Wachee, FL, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Weeki Wachee, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Lori owns Color Pop by Loribop!, a small craft business on Etsy, dedicating about 10-20% of her time to it, primarily on weekends. She is also an affiliate of a craft paint company through SeaPaints.com, spending minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services, INC.
September 2022 - Present · 3 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Raymond James & Associates, INC.Broker
January 2021 - December 2023 · 2 yrs 11 mos
J.P. Morgan Securities LLCBroker
October 2017 - January 2021 · 3 yrs 3 mos
David Lerner Associates, INC.Broker
April 1995 - October 2017 · 22 yrs 6 mos
State Registrations42 states
ALARAZCACOCTDCDEFLGAHIIAIDILKSKYLAMDMEMIMNMOMSMTNDNHNJNMNYOHOKPRRISCSDTNTXVTVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.