Lorie Walling
Lorie Walling is a registered investment advisor at Cetera Investment Advisers LLC, based in Texarkana, TX, with 8 years of industry experience. Lorie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2000 Richmond Road, Texarkana, TX, 75503
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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 →Other Business ActivitiesSells Insurance
Lorie works as a branch platform employee providing customer service and assisting in the sales of insurance products through a bank agency. She also co-owns and operates a lawn maintenance company with her spouse.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Previous Registrations
Hibernia Investments, L.L.C.Broker
State Registrations1 state
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