Lori Comanich, financial advisor Baytown TX

Lori Comanich

CRD Number: 2840946
Current Firm: Avantax Advisory Services

Lori Comanich (CRD# 2840946) is an Investment Advisor Representative working at Avantax Advisory Services in Baytown, TX and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Investment Services Baytown, TX Jan 2020 - Current 4
Avantax Advisory Services Baytown, TX Jan 2020 - Current 4
Rental Property Baytown, TX Jan 2018 - Oct 2020 2
Invesco Advisers, Inc. Houston, TX Dec 2010 - Jan 2020 9
Invesco Distributors Inc. Houston, TX Nov 2010 - Jan 2020 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1997
S65 NASAA Investment Advisors Law Examination Oct 2006
Contact Info for Lori E. Comanich
Phone Number: 972-870-6000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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