Lori Frise
Lori Frise is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Martinsville, VA, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
33 Ellsworth Street, Martinsville, VA, 24112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lori owns and manages two rental real estate properties, dedicating minimal time to each. She also owns Southern Oak Wealth Management, LLC, which she uses for tax purposes related to her financial planning business, dedicating about half her time to it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations9 states
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