Lori Fox, financial advisor Loveland OH
81 score

Lori Fox

CRD Number: 5487636
Current Firm: Thrivent Investment Management Inc.

Lori Fox (CRD# 5487636) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Loveland, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Feb 2008 - Current 8
Thrivent Investment Management Inc. Loveland, OH Jan 2008 - Current 8
Brown And Brown Of Fl Inc. Fort Myers, FL Sep 2007 - Jan 2008 < 1
Unemployed Fort Myers, FL Mar 2007 - Sep 2007 < 1
Lcms World Missions St. Louis, MO Apr 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Lori Z. Fox
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81

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