Lori Zorn is a CFP, ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Daytona Beach, FL, with 27 years of industry experience. Lori is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Daytona Beach, FL
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 →Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Wm Financial Services, INC.Broker
Cal Fed InvestmentsBroker
Dean Witter Reynolds INC.Broker
State Registrations27 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.
Exams
More Advisors
- Shane Larson, CFP, ChFCMML Investors Services, LLC
- Robert Devereux, CFPWells Fargo Advisors
- Elayne Pisarik, CFP, ChFCFirstrust
- Louis Colombo, CFPEdward Jones
- Milla Gudukas, CFPBankers Life Advisory Services, INC.
- Anthony Lupoli, CFPAvl Advisory LLC