Lori Conaty (CRD# 4578877) is an Investment Advisor Representative working at Ocean View Advisors, LLC in West Warwick, RI and has over 24 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ocean View Advisors, LLC | West Warwick, RI | Nov 2018 - Current | 5 |
| Gilligan & Bianco, LLC | West Warwick, RI | Aug 2018 - Current | 5 |
| Bentley Wealth Advisors, LLC | Warwick, RI | Jan 2008 - Aug 2018 | 10 |
| Disanto Priest & Company | Warwick, RI | Jan 2007 - Aug 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- RI
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Other
RI
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