Lori Turner (CRD# 3274577) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in University City, MO and has over 24 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Axius Financial | St Charles, MO | Jun 2016 - Current | 7 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2005 - Current | 19 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2002 - Current | 21 |
| Rosetta Financial Advisors, Inc. | St. Louis, MO | Nov 2015 - Jun 2016 | < 1 |
| Rosetta Financial Advisors, Inc. | St. Louis, MO | Jan 2004 - Dec 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1999 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2002 |
- IL
- MO
- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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, WY
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