Lori Kite, financial advisor Champaign IL
93 score

Lori Kite

CRD Number: 1942840
Current Firm: Wells Fargo Clearing Services, LLC

Lori Kite (CRD# 1942840) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Champaign, IL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Danville, IL Nov 2016 - Current 1
Wells Fargo Advisors LLC Danville, IL May 2009 - Nov 2016 7
Wachovia Securities, LLC Danville, IL Jan 2008 - May 2009 1
Wachovia Securities, LLC Danville, IL Jan 2008 - May 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1994
S66 NASAA Uniform Combined State Law Examination Feb 2001
Contact Info for Lori R. Kite
Phone Number: 314-875-3000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
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 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, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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

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