Lori Selby
Lori Selby is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Richland, WA, with 12 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1305 Fowler Street, Suite 2C, Richland, WA, 99352
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 ActivitiesSells Insurance
Lori is licensed to sell life and health insurance.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Epic Private Wealth
Waddell & Reed
Waddell & ReedBroker
State Registrations1 state
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
More Advisors
- Jeffery Lewis, CFPCetera Investment Advisers LLC
- Tara Wiswall, CFPEdward Jones
- Roger Matson, CFPOsaic Wealth, INC.
- Nicholas Parker, CFPSeaborn Financial, LLC
- Kevin Floyd, CFA, CFPPomona Wealth Management, LLC
- Travis Clifton, CFPEdward Jones