Lori Gross (CRD# 6694430) is an Investment Advisor Representative working at Wellness Investment Advisers LLC in Troy, OH and has over 7 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 4903661
Fifth Third Securities, Inc.
CRD# 4553605
Alban Investment Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wellness Investment Advisers LLC | Piqua, OH | Aug 2016 - Current | 7 |
| Outlook Financial Center | Troy, OH | Nov 2015 - Current | 8 |
| Fhi | Tipp City, OH | Sep 2015 - Nov 2015 | < 1 |
| Bakehouse Bread And Cookie Company | Troy, OH | Apr 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- OH
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts166ACCOUNTS
-
Average Account Value$143,494
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
OH, TX
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