Lorie Scheibel (CRD# 5600255) is an Investment Advisor Representative working at Smarter And Wise in Crownsville, MD and has over 15 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 4605616
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1582180
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Scheibel Planning Solutions, Llc Dba Smarter And Wise | Crownsville, MD | Jul 2023 - Current | < 1 |
| Norkus Referrals | Crofton, MD | Feb 2023 - Current | 1 |
| Lorie Scheibel, Sole Proprietor | Crownsville, MD | Nov 2020 - Current | 3 |
| Anne Arundel Community College | Annapolis, MD | Jan 2018 - Current | 6 |
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2017 - Jun 2023 | 6 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | May 2017 - Jun 2023 | 6 |
| Long And Foster Realtors | Crofton, MD | May 1998 - Jan 2023 | 24 |
| Howard Community College | Annapolis, MD | Jan 2018 - Jan 2022 | 4 |
| Legacy Financial Advisors | Annapolis, MD | May 2017 - Nov 2020 | 3 |
| Lincoln Financial Advisors Corporation | Annapolis, MD | Dec 2014 - Jun 2017 | 2 |
| Axa Advisors LLC | New York, NY | Oct 2011 - Dec 2014 | 3 |
| Axa Advisors, LLC | New York, NY | Sep 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2008 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
- MD
- TX
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts38ACCOUNTS
-
Average Account Value$107,895
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
MD, TX
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