Lorraine Downing, financial advisor Goodlettsville TN
93 score

Lorraine Downing

CRD Number: 3142943
Current Firm: Wealthplan Advisors, LLC

Lorraine Downing (CRD# 3142943) is an Investment Advisor Representative working at Wealthplan Advisors, LLC in Goodlettsville, TN and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Wealthplan Advisors, LLC Scottsdale, AZ Nov 2016 - Current 1
Principal Securities, Inc. Brentwood, TN Nov 2006 - Nov 2016 10
Principal Life Insurance Company Brentwood, TN Nov 2006 - Nov 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Lorraine M. Downing
Phone Number: 480-505-0234
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States


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

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