Lori Barber is a registered investment advisor at Wells Fargo Advisors, based in Danville, VA, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
Danville, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lori has a 50% ownership in Strategic Wealth Management, LLC, dedicating full-time hours to it. Lori also has 100% ownership in Barber Holdings, LLC, spending minimal time on it.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
State Registrations13 states
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