Arriana Neese is a registered investment advisor at Lri Investments, based in Palm Beach Gardens, FL, with 2 years of industry experience. Arriana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 582 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LRI Investments manages investments for a fee that will generally not exceed 2% of the value of your portfolio per year, though it may be higher depending on the complexity of your situation. The fee is deducted quarterly. You'll receive statements from the custodian detailing the advisory fees.
Location
3825 Pga Blvd, Suite 303, Palm Beach Gardens, FL, 33410
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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
Arriana works as a marketing associate with Lindberg & Ripple through M Holdings Securities, dedicating full-time hours to this role. She also receives trail commissions from an insurance business since 2012, but has no active position and spends no time on it.
Employment History
Current Registrations
Lri Investments
State Registrations22 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.