LP
LP

Lori D Patterson

22 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
491 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$687.7M

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$30,000
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Location

175 Highland Avenue, Suite 302, Needham, MA, 02494

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Lori works as a hostess at Lafayette House restaurant on Saturdays, dedicating about 10-20% of her time. She also works full-time in customer service operations at Centerpoint Advisors, LLC.

Employment History
Current Registrations
Centerpoint Advisors, LLC
June 2012 - Present · 13 yrs 8 mos
Previous Registrations
Wood (arthur W.) Company, INC.Broker
October 2016 - April 2021 · 4 yrs 6 mos
Detwiler Fenton Wealth Management INCBroker
December 2012 - May 2015 · 2 yrs 5 mos
National Securities CorporationBroker
June 2012 - December 2012 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2012 - May 2012 · 0 mos
LPL Financial LLC
December 2010 - February 2011 · 2 mos
LPL Financial LLCBroker
November 2010 - February 2011 · 3 mos
Credit Suisse Securities (USA) LLC
June 2008 - March 2010 · 1 yr 9 mos
Credit Suisse Securities (USA) LLCBroker
June 2008 - March 2010 · 1 yr 9 mos
Morgan Stanley & CO. Incorporated
January 2008 - May 2008 · 4 mos
Morgan Stanley & CO. IncorporatedBroker
January 2008 - May 2008 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2006 - January 2008 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2006 - January 2008 · 1 yr 1 mo
UBS Financial Services INC.
January 2004 - November 2006 · 2 yrs 10 mos
UBS Financial Services INC.Broker
August 2003 - November 2006 · 3 yrs 3 mos
Banc of America Investment Services, INC.
June 2002 - September 2003 · 1 yr 3 mos
Banc of America Investment Services, INC.Broker
May 2002 - September 2003 · 1 yr 4 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
November 2000 - May 2002 · 1 yr 6 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
Lori D Patterson - Financial Advisor | TrueAdvisor