Lori Garcia (CRD# 6926190) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Yorba Linda, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hamilton-bates Investment Research, Inc. | Yorba Linda, CA | Mar 2018 - Current | 6 |
| Lori Legality Inc. | Brea, CA | Jan 2017 - Current | 7 |
| Mother / Homemaker | Yorba Linda, CA | Apr 1998 - Dec 2016 | 18 |
- CA
-
Total Assets Under Management48MILLIONS
-
Total Number of Accounts535ACCOUNTS
-
Average Account Value$89,662
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, IL, PA, TX
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