Lori StimpsonCRD Number: 3017626
Current Firm: Raymond James & Associates, Inc.
Lori Stimpson (CRD# 3017626) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Portland, IN and has over 12 years of experience in the finance industry.
Signator Investors, Inc.
On Investment Management Co
|Raymond James & Assicates||Portland, IN||Sep 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2005|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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)