![Lorelyn Glapion, financial advisor Loveland CO](/img/ws/profile-blank-sq.png)
Lorelyn Glapion (CRD# 6749917) is an Investment Advisor Representative working at Primerica Advisors in Loveland, CO and has over 4 years of experience in the finance industry.
![Christina Abbey, financial advisor Loveland CO](/img/ws/profile-blank-sq.png)
CRD# 6262403
Raymond James & Associates, Inc.
![Caroline Aguilar, financial advisor Loveland CO](/img/ws/profile-blank-sq.png)
CRD# 2896350
Ubs Financial Services Inc.
![Elizabeth Albrecht, financial advisor Loveland CO](/img/ws/profile-blank-sq.png)
CRD# 5790901
Wells Fargo Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Oracle | Broomfield, CO | Mar 2024 - Current | < 1 |
Pfs Investments Inc. | Loveland, CO | May 2017 - Current | 7 |
Primerica Financial Services | Loveland, CO | Nov 2016 - Current | 7 |
Unemployed | Loveland, CO | Aug 2023 - Mar 2024 | < 1 |
Anthem Inc. | Denver, CO | Aug 2014 - Aug 2023 | 9 |
Unemployed | Aurora, CO | Jun 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2019 |
S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- CO
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, WY
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