Lori Barry is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Livingston, WI, with 16 years of industry experience. Lori is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
125 North Center St, Livingston, WI, 53959-1937
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Regulatory History (1)
Customer Dispute
March 2024Other Business Activities
Lori is affiliated with The Investment Center at Community First Bank and serves as AVP/Investment Services Officer at Community First Bank. She also manages real estate rentals through SLB Management, LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC.
Investment Professionals, INC.
Investment Professionals, INC.Broker
Thrivent Investment Management INC.Broker
State Registrations11 states
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.