Lori VieauCRD Number: 5395544
Current Firm: Raymond James & Associates, Inc.
Lori Vieau (CRD# 5395544) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Muskegon, MI and has over 7 years of experience in the finance industry.
First Financial Advisors Inc.
Waddell & Reed
Securities America Advisors, Inc.
|Raymond James & Associates||Muskegon, MI||Jul 2009 - Current||8|
|Rental Property||Fort Walton Beach, FL||Apr 2005 - Current||13|
|Raymond James Financial Services||Memphis, TN||Jul 2007 - May 2009||1|
|Bd And Associates||Collierville, TN||May 2005 - Dec 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2010|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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