Monica Lorimor is a registered investment advisor, based in Bothell, WA, with 26 years of industry experience.
Location
18323 Bothell Everett Hwy, Suite 330, Bothell, WA, 98012
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Monica is a senior registered client associate at Legacy Wealth Partners. She also owns Scott's Cutting Edge Lawn Care, Inc and spends about a quarter to half of her time on billing and bookkeeping duties.
Employment History
Current Registrations
Raymond James Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
D.A. Davidson & CO.Broker
Securities America, INC.Broker
Linsco/private Ledger CORP.Broker
State Registrations15 states
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.