LE
CFP
LE
CFP
Lori Endicott
29 Years of Experience
Deland, FL
1 DisclosureBroker
Lori Endicott is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Deland, FL, with 29 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
120 N. Alabama Avenue, Deland, FL, 32724
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2015Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
January 2012 - Present · 14 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLC
April 2005 - January 2012 · 6 yrs 9 mos
Wells Fargo Advisors, LLCBroker
April 2005 - January 2012 · 6 yrs 9 mos
Liberty Securities CorporationBroker
August 1998 - April 2000 · 1 yr 8 mos
Independent Financial Securities, INC.Broker
January 1997 - August 1998 · 1 yr 7 mos
Southtrust Securities, LLCBroker
August 1996 - April 2005 · 8 yrs 8 mos
State Registrations30 states
ALAZCACOCTFLGAHIIDILINKSKYMAMDMTNCNHNJNYOHOKORPASCTNTXVAVTWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.