Lori Harmon (CRD# 5527086) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Greeneville, TN and has over 8 years of experience in the finance industry.
CRD# 4697774
Osaic Wealth, Inc.
CRD# 2587374
Edward Jones
CRD# 5575979
Values First Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenwealth | Greeneville, TN | Oct 2021 - Current | 2 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2021 - Current | 3 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2015 - Current | 8 |
| Cornerstone Wealth Management Group | Greeneville, TN | Nov 2015 - Oct 2021 | 5 |
| Capital Bank, N.a. | Greeneville, TN | Feb 2012 - Nov 2015 | 3 |
| Lpl Financial LLC | Greeneville, TN | Oct 2011 - Nov 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- TN
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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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