Lorne DaveyCRD Number: 7123598
Current Firm: Edward Jones
Lorne Davey (CRD# 7123598) is an Investment Advisor Representative working at Edward Jones in Escanaba, MI and has over 3 years of experience in the finance industry.
Commonwealth Financial Network
Ameriprise Financial Services, LLC
Cetera Advisor Networks LLC
|Edward Jones||St Louis, MO||Jun 2019 - Current||3|
|Altria Group Distribution Company||Richmond, VA||Nov 2001 - Jun 2019||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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