Lori Crilley is a registered investment advisor, based in Phoenix, AZ, with 15 years of industry experience.
Location
11201 N Tatum Blvd #300, Phoenix, AZ, 85028
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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 ActivitiesSells Insurance
Lori is the owner and independent insurance agent for various independent insurance companies through LC Financial LLC, dedicating about 10-20% of her time. She also works as a financial professional utilizing a DBA name, spending nearly full-time hours on this, and is a realtor and owner/landlord of rental property, dedicating minimal time to each.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Capital Choice Investment Advisers, INC.
Ccf Investments, INC.Broker
State Registrations29 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.