Lori Scott-Klein
Lori Scott-Klein is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
8955 Katy Freeway, Suite 312, Houston, TX, 77024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lori is the Vice President of Bay Court Interests Inc. She spends minimal time on this role, primarily with check-signing responsibilities.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
State Registrations20 states
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