Lori Arnevick, financial advisor Bellevue WA

Lori Arnevick

CRD Number: 2377697
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lori Arnevick (CRD# 2377697) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellevue, WA and has over 30 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Redmond, WA Oct 2009 - Current 14
Bank Of America, N.a. Redmono, WA Feb 1990 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1993
S65 NASAA Investment Advisors Law Examination Dec 1997
Contact Info for Lori A. Arnevick
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • OK
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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