Lori Mckellar
Lori Mckellar is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Murfreesboro, TN, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
214 West College Street, Murfreesboro, TN, 37130
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 works as an associate/employee for LaLance McKellar Wealth Management and Pinnacle Asset Management, providing financial advice. Lori also works as an associate/employee for Pinnacle Financial Partners, assisting clients with retirement planning and investments, dedicating about 10-20% of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Ssn Advisory, INC.
Securities Service Network, INC.Broker
State Registrations15 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.