Lori Porcelli-PlesciaCRD Number: 5409054
Current Firm: Mason Road Wealth Advisors, LLC
Lori Porcelli-Plescia (CRD# 5409054) is an Investment Advisor Representative working at Mason Road Wealth Advisors, LLC in Chesterfield, MO and has over 10 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Mml Investors Services, LLC
|Bwtp P.c.||Chesterfield, MO||Jan 2014 - Current||4|
|Mason Road Wealth Advisors, LLC||St. Louis, MO||Jul 2007 - Current||10|
|Bender Weltman Thomas Perry And Company||St. Louis, MO||Jan 2000 - Jan 2014||14|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2007|
Total Assets Under Management70MILLIONS
Total Number of Accounts299ACCOUNTS
Average Account Value$235,150
- A percentage of assets under your management
- 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)
KS, MO, NY, TX