Lori Brown is a registered investment advisor at Raymond James & Associates, INC., based in Sherwood, AR, with 24 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
Sherwood, AR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lori serves as an advisor on the School Finance Council for Immaculate Conception Catholic School, a non-profit organization. She dedicates minimal time to reviewing the school's financials and assisting with budget preparation in an advisory capacity.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations14 states
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