Lori Stimpson, financial advisor Fort Wayne IN

Lori Stimpson

CRD Number: 3017626
Current Firm: Raymond James & Associates, Inc.

Lori Stimpson (CRD# 3017626) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Fort Wayne, IN and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Assicates Portland, IN Sep 2003 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2005
Contact Info for Lori A. Stimpson
Phone Number: 727-567-1000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    176,057
    MILLIONS
  • Total Number of Accounts
    591,180
    ACCOUNTS
  • Average Account Value
    $297,807
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, VI, VT, WA, WI, WV

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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