Lori Selby (CRD# 6332040) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 9 years of experience in the finance industry. Lori Selby 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.
CRD# 6113667
Lpl Financial LLC
CRD# 4524182
Cwm, LLC
CRD# 2908774
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Epic Trust Investment Advisors, LLC | Kennewick, WA | Mar 2017 - Current | 7 |
Northwest Insurance Alliance, LLC | Kennewick, WA | Mar 2017 - Current | 7 |
Soroptimist | Kennewick, WA | Oct 2015 - Current | 8 |
Laselby LLC | Richland, WA | Dec 2014 - Current | 9 |
Team Elite Networking (ten) | Kennewick, WA | May 2016 - Apr 2018 | 1 |
Various Insurance Carriers For W&r Insurance Agencies | Richland, WA | Jul 2014 - Mar 2017 | 2 |
Waddell & Reed, Inc. | Kennewick, WA | May 2014 - Mar 2017 | 2 |
Women Helping Women Fund Tri-cities | Richland, WA | Dec 2015 - Nov 2016 | < 1 |
Washington State University - Tri-cities | Richland, WA | Aug 2007 - May 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- WA
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Total Assets Under Management277MILLIONS
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Total Number of Accounts1,674ACCOUNTS
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Average Account Value$165,736
- 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
AR, AZ, CA, FL, ID, IL, LA, MI, NV, OH, OK, TX, UT, VA, WA, WY
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