Lori Flesher, financial advisor Weed CA

Lori Flesher

CRD Number: 2766782
Current Firm: Lori Flesher Cfp

Lori Flesher (CRD# 2766782) is an Investment Advisor Representative working at Lori Flesher Cfp in Weed, CA and has over 18 years of experience in the finance industry. Lori Flesher 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
Lori Flesher Cfp Paradise, CA Jun 2017 - Current 6
Npb Financial Group LLC Paradise, CA Feb 2009 - Jun 2017 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2005
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Lori A. Flesher
Phone Number: 5306243155
Registered State(s):
  • CA
Current Firm Details
Lori Flesher Cfp
Firm's CRD Number: 289897
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
Types of Clients
Registered States

CA

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