Lorrie Anderson, financial advisor Pueblo CO
96 score

Lorrie Anderson

CRD Number: 3037166
Current Firm: Integrated Advisors Network LLC

Lorrie Anderson (CRD# 3037166) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Pueblo, CO and has over 16 years of experience in the finance industry. Lorrie Anderson 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
Dfpg Investments, Inc. South Jordan, UT Jul 2015 - Current 1
Demicell Wealth Managers, Inc. Pueblo, CO Jun 2004 - Current 12
Demicell & Associates Financial Advisors Pueblo, CO May 2002 - Current 14
First Allied Securities, Inc. San Diego, CA Jul 2012 - Jul 2015 3
Triad Advisors, Inc. Norcross, GA Jul 2009 - Jul 2012 3
Intersecurities, Inc. Pueblo, CO May 2002 - Jul 2009 7
Kroll Background America New York, NY Aug 2006 - Feb 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2000
S66 NASAA Uniform Combined State Law Examination Oct 2004
Contact Info for Lorrie L. Anderson
Phone Number: 855-729-4222
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    219
    MILLIONS
  • Total Number of Accounts
    1,588
    ACCOUNTS
  • Average Account Value
    $137,894
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, MD, MO, OK, SC, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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