Lorie Jones (CRD# 6496668) is an Investment Advisor Representative working at Fidelis Wealth Advisors in Castle Rock, CO and has over 8 years of experience in the finance industry. Lorie Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Aug 2018 - Current | 5 |
| Fidelis Wealth Advisors | Castle Rock, CO | May 2018 - Current | 5 |
| Northwest Asset Management | Mercer Island, WA | Aug 2017 - May 2018 | < 1 |
| Gwfs Equities, Inc. | Greenwood Village, CO | Aug 2016 - Aug 2017 | 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jul 2016 - Aug 2016 | < 1 |
| Gallacher Capital Management | Lone Tree, CO | Jul 2013 - Aug 2016 | 3 |
| Lpl Financial, LLC | Lone Tree, CO | May 2015 - Jun 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- CO
- UT
-
Total Assets Under Management148MILLIONS
-
Total Number of Accounts860ACCOUNTS
-
Average Account Value$172,051
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, LA, TX, UT
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.