Lori Booth-Houle, financial advisor Tucson AZ
96 score

Lori Booth-Houle

CRD Number: 4521162
Current Firm: Tci Wealth Advisors, Inc.

Lori Booth-Houle (CRD# 4521162) is an Investment Advisor Representative working at Tci Wealth Advisors, Inc. in Tucson, AZ and has over 15 years of experience in the finance industry. Lori Booth-Houle 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.

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Professional Designations
Company Name Location Dates Years
Tci Wealth Advisors, Inc. Tucson, AZ Jan 2016 - Current < 1
Moss Booth Wealth Advisors, Inc. Scottsdale, AZ Jan 2015 - Jan 2016 1
Moss Booth Wealth Advisors, LLC Scottsdale, AZ May 2009 - Dec 2014 5
Miller/russell & Associates, Inc. Phoenix, AZ May 2004 - May 2009 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2001
Contact Info for Lori A. Booth-Houle
Phone Number: 520-733-1477
Firm Website: http://www.tciwealth.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    1,981
    MILLIONS
  • Total Number of Accounts
    6,466
    ACCOUNTS
  • Average Account Value
    $306,349
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, MN, MT, NC, NE, NJ, NM, NV, NY, OR, TX, UT, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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