Lori WilliamsCRD Number: 5042157
Current Firm: Ascensus Investment Advisors, LLC
Lori Williams (CRD# 5042157) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 16 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Ascensus||Dresher, PA||Nov 2019 - Current||2|
|Oneamerica Securities||Nashville, TN||Mar 2011 - Current||11|
|American United Life||Nasvhille, TN||Feb 2011 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2006|
Total Assets Under Management9,417MILLIONS
Total Number of Accounts27ACCOUNTS
Average Account Value$348,794,482
- A percentage of assets under your management
- Portfolio management for pooled investment vehicles (other than investment companies)
AK, AR, CO, CT, DC, DE, IA, IL, IN, KS, KY, MA, MN, MS, MT, NC, NJ, NM, NV, NY, PA, RI
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