Lori Minard, financial advisor Bellevue WA
93 score

Lori Minard

CRD Number: 1924305
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lori Minard (CRD# 1924305) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellevue, WA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue, WA Oct 2009 - Current 7
Bank Of America, N.a. Seattle, WA Aug 1998 - Current 18
Bank Of America, N.a. Seattle, WA Sep 1994 - Current 22
Bank Of America, N.a. Seattle, WA Sep 1994 - Current 22
Banc Of America Investment Services, Inc. Bellevue, WA Jul 1999 - Oct 2009 10
Banc Of America Insurance Services, Inc. Bellevue, WA Jul 1999 - Oct 2009 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for Lori W. Minard
Phone Number: 800-637-7455
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
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 pooled investment vehicles (other than investment companies)
  • 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, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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