Mary Lorenzi
Mary Lorenzi is a registered investment advisor at Raymond James & Associates, INC., based in Richmond, VA, 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 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
5820 Patterson Ave., Suite 100, Richmond, VA, 23226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mary owns rental real estate property since May 2024, which will be managed by a property manager. This activity requires minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Carter, Terry & Company, INC.
Carter, Terry & Company, INC.Broker
State Registrations1 state
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