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Lori Seyler

18 Years of Experience
Galloway, NJ
Broker

Lori Seyler is a registered investment advisor at Cetera Investment Advisers LLC, based in Galloway, NJ, with 18 years of industry experience. Lori 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Galloway, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Lori owns Lori A. Seyler, EA, LLC, an accounting, tax, and financial advising business, since 2016. She dedicates about 10-20% of her time to running the business, preparing tax returns, and hiring.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2011 - Present · 14 yrs 9 mos
Cetera Financial Specialists LLCBroker
December 2007 - Present · 18 yrs 5 mos
State Registrations5 states
NCNJNYPAVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.