Lori Day (CRD# 6306856) is an Investment Advisor Representative working at Integrity Financial Advisors, LLC in Simi Valley, CA and has over 10 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 1343922
Virtue Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Ocean Capital Management, LLC | Simi Valley, CA | Sep 2020 - Current | 3 |
| Day Street Financial & Insurance Services, LLC | Simi Valley, CA | Jan 2010 - Current | 14 |
| Virtue Capital Management, LLC | Brentwood, TN | Sep 2019 - Apr 2021 | 1 |
| Horter Investment Management, LLC | Cincinnati, OH | Feb 2015 - Sep 2019 | 4 |
| The Fidato Group LLC | Strongville, OH | Jan 2014 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2013 |
- CA
-
Total Assets Under Management104MILLIONS
-
Total Number of Accounts444ACCOUNTS
-
Average Account Value$233,387
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, MA, ME, NC, NH, OK, PA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.