Lori Barnes Email & Phone Number
Financial Advisor @ Modern Woodmen of America
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Lori Barnes Location
- Indianapolis, IN, US
Lori Barnes Work
- 2012 -now Financial Advisor @
- 2005 -2009 Fiduciary Adviser @ City Securities Corporation
- 1998 -2005 Financial Advisor @ Nat City Investments
Lori Barnes Education
- College for Financial Planning
(University of Florida)
- University of Florida
Lori Barnes Skills
- Retirement Planning
- 401k
- Investments
- ERISA
- Trusts
- Strategic Financial Planning
- Fiduciary
- Retirement
- Series 7
- Investment Advisory
- Asset Allocation
- Defined Benefit
- Wealth Management
- Securities
- Insurance
- Mutual Funds
- Fixed Annuities
- Finance
- Financial Advisory
- Series 63
- Estate Planning
- Investment Strategies
- Pensions
- Asset Management
- Life Insurance
- Financial Services
- IRAs
- Cash Management
- Banking
- Sales
Lori Barnes Summary
- Lori Barnes, based in Indianapolis, IN, US, is currently a Financial Advisor at Modern Woodmen of America. Lori Barnes brings experience from previous roles at City Securities Corporation and Nat City Investments. Lori Barnes holds a College for Financial Planning. With a robust skill set that includes Retirement Planning, 401k, Investments, ERISA, Trusts and more. Lori Barnes has 1 emails and 3 mobile phone numbers on RocketReach.
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