Lori Winfield
Lori Winfield is a registered investment advisor at Wells Fargo Advisors, based in Edmond, OK, with 26 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 Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
3540 S Boulevard St Ste 110, Edmond, OK, 73013
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2002Other Business Activities
Lori serves as a worship leader at Wellston First Assembly of God, dedicating minimal time to this non-investment related activity. This role requires 2 hours per month, none of which occur during trading hours.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations40 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
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