Lori Bebee, financial advisor Bay City MI

Lori Bebee

CRD Number: 2231647
Current Firm: Prudential Financial Planning Services

Lori Bebee (CRD# 2231647) is an Investment Advisor Representative working at Prudential Financial Planning Services in Bay City, MI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities, LLC Bay City, MI Jan 2019 - Current 5
Prudential Insurance Company Of America Bay City, MI Jan 2019 - Current 5
My Style Jewelry And Beads Bay City, MI Apr 2011 - Current 12
Mml Investors Services, LLC Bay City, MI Mar 2017 - Jan 2019 1
Massachusetts Mutual Life Insurance Company Bay City, MI Jul 2016 - Jan 2019 2
Metropolitan Life Insurance Company Bay City, MI Sep 1991 - Mar 2017 25
Metlife Securities Inc. Bay City, MI Sep 1991 - Mar 2017 25
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2010
S63 Uniform Securities State Law Examination Sep 1993
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.

Get Details on the FINRA Advisor Check site
Contact Info for Lori K. Bebee
Phone Number: 800-235-7637
Registered State(s):
  • AZ
  • MI
  • NV
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    14,029
    MILLIONS
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VT, WA, WI, WV, WY

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