Kori LannonCRD Number: 5410863
Current Firm: Quadrant Private Wealth Management, LLC
Kori Lannon (CRD# 5410863) is an Investment Advisor Representative working at Quadrant Private Wealth Management, LLC in Bethlehem, PA and has over 8 years of experience in the finance industry.
Academy Wealth Advisers, LLC
Sfg Investment Advisors, Inc.
Janney Montgomery Scott LLC
|Quadrant Private Wealth Management, LLC||Bethlehem, PA||Jul 2015 - Current||1|
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||May 2014 - Current||2|
|Quadrant Private Wealth, LLC||Bethlehem, PA||May 2014 - Jul 2015||1|
|Merrill Lynch||Bethlehem, PA||Aug 2007 - May 2014||6|
|Unemployed||Bethlehem, PA||Jun 2007 - Aug 2007||< 1|
|Mb Financial Bank||Rosemont, IL||May 2006 - May 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management538MILLIONS
Total Number of Accounts1,612ACCOUNTS
Average Account Value$333,562
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, IL, MD, NC, NH, NJ, NY, PA, TX
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