Lori Day (CRD# 6306856) is an Investment Advisor Representative working at Integrity Financial Advisors, LLC in Simi Valley, CA and has over 10 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 1343922
Virtue Capital Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Blue Ocean Capital Management, LLC | Simi Valley, CA | Sep 2020 - Current | 3 |
Day Street Financial & Insurance Services, LLC | Simi Valley, CA | Jan 2010 - Current | 14 |
Virtue Capital Management, LLC | Brentwood, TN | Sep 2019 - Apr 2021 | 1 |
Horter Investment Management, LLC | Cincinnati, OH | Feb 2015 - Sep 2019 | 4 |
The Fidato Group LLC | Strongville, OH | Jan 2014 - Jan 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2013 |
- CA
-
Total Assets Under Management104MILLIONS
-
Total Number of Accounts444ACCOUNTS
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Average Account Value$233,387
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, MA, ME, NC, NH, OK, PA, TX
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