Lorie Jones (CRD# 6496668) is an Investment Advisor Representative working at Fidelis Wealth Advisors in Castle Rock, CO and has over 8 years of experience in the finance industry. Lorie Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Aug 2018 - Current | 5 |
| Fidelis Wealth Advisors | Castle Rock, CO | May 2018 - Current | 5 |
| Northwest Asset Management | Mercer Island, WA | Aug 2017 - May 2018 | < 1 |
| Gwfs Equities, Inc. | Greenwood Village, CO | Aug 2016 - Aug 2017 | 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jul 2016 - Aug 2016 | < 1 |
| Gallacher Capital Management | Lone Tree, CO | Jul 2013 - Aug 2016 | 3 |
| Lpl Financial, LLC | Lone Tree, CO | May 2015 - Jun 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- CO
- UT
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Total Assets Under Management193MILLIONS
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Total Number of Accounts1,005ACCOUNTS
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Average Account Value$191,979
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, ID, MO, NC, NE, NV, SC, TX, UT, WY
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