Lori Mckellar Email and Phone Number
Lori Mckellar work email
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Lori Mckellar personal email
Over the past eight years of my career, I have worked in numerous aspects of the financial services industry. My focus is helping clients navigate through life's milestones and keeping an eye on their goals related to investment and retirement planning. I enjoy building and maintaining relationships with individuals and families by providing comprehensive financial planning. Keeping an eye on Medicare, social security, estate planning and risk assessment are all pieces of the puzzle.
Raymond James
View- Website:
- raymondjames.com
- Employees:
- 12938
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Registered Investment Advisor Representative At Pinnacle Asset ManagementRaymond James Apr 2017 - PresentMurfreesboro, TnSecurities offered through Raymond James Financial Services,Inc. Member FINRA/SIPC and are not insured by bank insurance, the FDIC or anyother government agency, are not deposits or obligations of the bank, are not guaranteedby the bank, and are subject to risks, including the possible loss of principal. Investmentadvisory services offered through Raymond James Financial Services Advisors, Inc.Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are notregistered broker/dealers and are independent of Raymond James Financial Services,Inc.For important disclosure information, please see “Social Media Disclosure” link in the“Contact Info” section.
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Affiliate AdvisorEmico Advisory Services Mar 2016 - Mar 2017Greater Atlanta AreaAt EMICO, we strived to aid clients with comprehensive advisory services. The five areas of service offered:Cash Flow AnalysisInvestmentsTax Strategies Related to InvestingEstate Planning ReviewRisk Assessment
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Chief Financial Officer/Investment Advisor RepresentativeMcknight Advisory Group, Inc 2015 - 2016Murfreesboro, TnMaintained all financial operations of business as well as aiding client's with their financial and insurance needs.
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Insurance Producer/ BookkeeperMcknight Advisory Group, Inc 2009 - 2016
Lori Mckellar Skills
Lori Mckellar Education Details
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University Of Tennessee-KnoxvilleBachelor Of Science
Frequently Asked Questions about Lori Mckellar
What company does Lori Mckellar work for?
Lori Mckellar works for Raymond James
What is Lori Mckellar's role at the current company?
Lori Mckellar's current role is Registered Investment Advisor Representative, Pinnacle Asset Management.
What is Lori Mckellar's email address?
Lori Mckellar's email address is lo****@****its.com
What schools did Lori Mckellar attend?
Lori Mckellar attended University Of Tennessee-Knoxville.
What skills is Lori Mckellar known for?
Lori Mckellar has skills like Insurance, Financial Services, Retirement Planning, Investments, Asset Management.
Who are Lori Mckellar's colleagues?
Lori Mckellar's colleagues are Mark Williams, Clint Allaman, Ryan Mayhew, B. Thompson, Lawrence J. Kearney Jr, Haley Thompson, Michael Doyle.
Not the Lori Mckellar you were looking for?
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Lori McKellar
Greater Boston5reciprocitylabs.com, opentext.com, aol.com, opentext.com, emc.com7 +161759XXXXX
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Lori McKellar-LaHuis
Us Licensed Customs Broker, Director Of International Risk Management At Supply Chain Solutions, Inc.Belmont, Mi1scsolutionsinc.com -
Lori McKellar
Albuquerque-Santa Fe Metropolitan Area3wearependulum.com, unco.edu, yahoo.com -
1parkercc.edu
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