Lorinda Spivey is a CFP-designated registered investment advisor, based in Cary, NC, with 28 years of industry experience.
Location
5001 Weston Parkway, Suite 200, Cary, NC, 27513
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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 ActivitiesSells Insurance
Lorinda is involved in several business activities, including insurance brokerage, consulting, and serving as a back-up co-administrator for a seed investment fund. She also dedicates time to insurance-related roles and a non-profit committee, spending about half her time with Assured Partners of North Carolina, Inc.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
Intersecurities, INC.
Intersecurities, INC.Broker
State Registrations13 states
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