Kori Lannon, financial advisor Bethlehem PA
93 score

Kori Lannon

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Kori R. Lannon
Phone Number: 610-849-2740
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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