Lori Bishop, financial advisor Alcoa TN

Lori Bishop

CRD Number: 1384376
Current Firm: Alliance Wealth Management Partners LLC

Lori Bishop (CRD# 1384376) is an Investment Advisor Representative working at Alliance Wealth Management Partners LLC in Alcoa, TN and has over 37 years of experience in the finance industry. Lori Bishop has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Alliance Wealth Management Partners LLC Alcoa, TN Aug 2021 - Current 2
Cambridge Investment Research, Inc. Fairfield, IA Jun 2017 - Mar 2022 4
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jun 2017 - Dec 2021 4
Lpl Financial LLC Maryville, TN Jun 2015 - Jun 2017 2
Bb&t Knoxville, TN Sep 2013 - May 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
Contact Info for Lori H. Bishop
Phone Number: (865) 862-5956
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    184
    MILLIONS
  • Total Number of Accounts
    2,760
    ACCOUNTS
  • Average Account Value
    $66,776
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
  • Pension consulting services
Types of Clients
Registered States

AL, FL, GA, LA, OK, SC, TN, TX, VA

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