Lori Frise, financial advisor Martinsville VA

Lori Frise

CRD Number: 5273909
Current Firm: Raymond James Financial Services Advisors, Inc.

Lori Frise (CRD# 5273909) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Martinsville, VA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Reston, VA Jan 2009 - Current 15
Raymond James Financial Services, Inc. Sterling, VA Jan 2008 - Current 16
Coastal Lending Group Ashburn, VA Feb 2018 - Mar 2021 3
Jtb International And Global Advisory Group Reston, VA Jan 2016 - Jan 2020 4
Access National Mortgage Ashburn, VA Sep 2006 - Nov 2017 11
Skeens Consulting Corp., Dba Colonial Mortgage Group Sterling, VA Dec 2007 - Mar 2015 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for Lori D. Frise
Phone Number: 727-567-3020
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • 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, 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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