Lori Goodwin is a registered investment advisor at Cetera Investment Advisers LLC, based in Stevenson Ranch, CA, with 1 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
24961 the Old Road, 2nd Floor, Stevenson Ranch, CA, 91381
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lori is the Chief Financial Officer of Single Mothers Outreach, Inc, a non-profit organization, dedicating minimal time. She is also a Partner and CFO at Stern Kory Sreden and Morgan an Accountancy Corporation, spending nearly full-time providing accounting and tax services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
State Registrations1 state
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