Lori Siegel
Lori Siegel is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Marina Del Ray, CA, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Marina Del Ray, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lori is a partner and 60% owner of Centrix Wealth Partners, and founding partner of L Squared LLC, which receives income from Centrix. She is also listed as a member of her husband's diamond business, Seagull Diamonds, but is not actively involved.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations21 states
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