Lora Rommel, financial advisor Laguna Niguel CA
93 score

Lora Rommel

CRD Number: 1925725
Current Firm: Ameriprise Financial Services, Inc.

Lora Rommel (CRD# 1925725) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Laguna Niguel, CA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Laguna Hills, CA Sep 2006 - Current 10
Ids Life Insurance Company Corona, CA Jan 1989 - Sep 2006 17
American Express Financial Advisors Inc. Corona, CA Jan 1989 - Sep 2006 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1995
Contact Info for Lora J. Rommel
Phone Number: 612-671-3131
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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