Lorrie AndersonCRD 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 17 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.
Wells Fargo Advisors Financial Network, LLC
Raymond James Financial Services Advisors, Inc.
Stifel, Nicolaus & Company, Incorporated
|Dfpg Investments, Inc.||South Jordan, UT||Jul 2015 - Current||2|
|Demicell Wealth Managers, Inc.||Pueblo, CO||Jun 2004 - Current||13|
|Demicell & Associates Financial Advisors||Pueblo, CO||May 2002 - Current||15|
|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|
Total Assets Under Management219MILLIONS
Total Number of Accounts1,588ACCOUNTS
Average Account Value$137,894
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, MD, MO, OK, SC, TX
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