Lori Eisel
CRD Number: 3037765
Current Firm: Arcadia Financial Partners, LLC
Compensation Model: Fee Only
Lori Eisel (CRD# 3037765) is an Investment Advisor Representative working at Arcadia Financial Partners, LLC in Canal Winchester, OH and has 20 year of experience in the finance industry. Lori Eisel 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 putclients' interests first and comply with the Financial Planning Practice Standards. Lori has a master’s
degree in family financial management and has earned the certification, Chartered Divorce Financial Analyst (CDFA(r)).
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arcadia Financial Partners, LLC | Canal Winchester, OH | Oct 2016 - Current | 7 |
| Hamilton Capital Management, Inc. | Columbus, OH | Sep 2016 - Oct 2017 | 1 |
| Hamilton Capital Management Inc. | Columbus, OH | May 2015 - Sep 2016 | 1 |
| Hamilton Capital Management | Columbus, OH | Dec 2011 - May 2015 | 3 |
- OH
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
OH
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