Lori Bagwell
Lori Bagwell is a registered investment advisor at Raymond James & Associates, INC., based in Kalamazoo, MI, 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
161 East Michigan Ave, Suite 600, Kalamazoo, MI, 49007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lori is a trustee for Doug and Lori Bagwell, starting in 2017, dedicating minimal time to this investment-related activity. She also serves on the five-year planning committee for Leroy Township, focusing on zoning, road repairs, and township goals, also dedicating minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations25 states
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