Lori Kamen is a registered investment advisor, based in Troy, MI, with 11 years of industry experience.
Location
2565 West Maple Rd, Troy, MI, 48084
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Regulatory History (1)
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Financial
January 2018Final
Other Business Activities
Lori is an industry arbitrator for FINRA dispute resolution since 1999, dedicating minimal time. She is also an Investment Advisor Representative and Compliance Officer at Secure Asset Management, LLC since 2021, spending about 10-20% of her time.
Employment History
Previous Registrations
Secure Asset Management, L.L.C.
January 2021 - March 2026 · 5 yrs 2 mos
Concorde Asset Management, LLC
March 2020 - December 2020 · 9 mos
Ssn Advisory, INC.
February 2004 - June 2006 · 2 yrs 4 mos
State Registrations47 states
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Broker
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.