Lori Marino
Lori Marino is a registered investment advisor at Raymond James & Associates, INC., based in West Conshohocken, PA, with 11 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
300 Conshohocken State Road, Suite 400, West Conshohocken, PA, 19428
Get directionsHistory
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 Activities
Lori owns Value Ventures, selling wholesale goods to be fulfilled by Amazon since August 2024. This activity, which is not investment-related, takes about 10-20% of her time.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Vanguard Marketing CorporationBroker
State Registrations2 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.