Lori Comanich is a registered investment advisor at Cetera Investment Advisers LLC, based in Baytown, TX, with 28 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Baytown, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lori is a real estate agent with Keller Williams and runs a real estate business through Casa de Cole Realty Group, dedicating about a quarter of her time to the latter. She also works full-time as an advisory consultant for True North Private Wealth Partners, LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Invesco Distributors, INC.Broker
Invesco Advisers, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Jonathan Roberts Advisory Group, INC.
J.W. Cole Financial, INC.Broker
A I M Distributors, INC.Broker
National Planning CorporationBroker
A I M Distributors, INC.Broker
State Registrations1 state
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