Lori EarleyCRD Number: 1432664
Current Firm: Ziv Investment Company
Lori Earley (CRD# 1432664) is an Investment Advisor Representative working at Ziv Investment Company in Greenville, DE and has over 34 years of experience in the finance industry.
Affinity Wealth Management LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|Ziv Investment Company||Rockland, DE||Jul 2009 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1987|
|S65||NASAA Investment Advisors Law Examination||Mar 2017|
Total Assets Under Management10MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$4,770,568
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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