Lorraine Adams (CRD# 4272006) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newport Beach, CA and has over 8 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates | Newport Beach, CA | Apr 2023 - Current | 1 |
| Ubs Financial Services Inc. | Brea, CA | Sep 2018 - Apr 2023 | 4 |
| Morgan Stanley | Irvine, CA | Jan 2018 - Sep 2018 | < 1 |
| Unemployed | Anaheim, CA | Dec 2017 - Dec 2017 | < 1 |
| Charles Schwab & Company, Inc. | Newport Beach, CA | Oct 2016 - Nov 2017 | 1 |
| Ubs Financial Services | Irvine, CA | Feb 2012 - Oct 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- CA
-
Total Assets Under Management350,042MILLIONS
-
Total Number of Accounts992,551ACCOUNTS
-
Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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