Lori Colclasure, financial advisor Tequesta FL
89 score

Lori Colclasure

CRD Number: 6105074
Current Firm: Commonwealth Financial Network

Lori Colclasure (CRD# 6105074) is an Investment Advisor Representative working at Commonwealth Financial Network in Tequesta, FL and has over 3 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jan 2013 - Current 3
Cary Stamp & Company Tequesta, FL Jan 2013 - Current 3
Colclasure Consulting LLC Palm Beach, FL Jan 2008 - Current 8
Forman Capital LLC Palm Beach, FL Jun 1994 - Current 22
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Lori M. Colclasure
Phone Number: 781-736-0700
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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