Lori McKellar Email & Phone Number
Registered Investment Advisor Representative at Pinnacle Asset Management @ Raymond James
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Lori McKellar Location
- Murfreesboro, TN, US
Lori McKellar Work
- Registered Investment Advisor Representative at Pinnacle Asset Management @ (April 2017 - Present)
- Affiliate Advisor @ EMICO Advisory Services (March 2016 - March 2017)
- Chief Financial Officer and Investment Advisor Representative @ McKnight Advisory Group, Inc (January 2015 - January 2016)
- Insurance Producer and Bookkeeper @ McKnight Advisory Group, Inc (January 2009 - January 2016)
Lori McKellar Education
- University of Tennessee-Knoxville
Bachelor of Science
1988-1992
Lori McKellar Skills
- Insurance
- Financial Services
- Retirement Planning
- Investments
- Asset Management
- Real Estate
- Project Management
- Finance
Lori McKellar Summary
- Lori McKellar, based in Murfreesboro, TN, US, is currently a Registered Investment Advisor Representative at Pinnacle Asset Management at Raymond James. Lori McKellar brings experience from previous roles at EMICO Advisory Services and McKnight Advisory Group, Inc. Lori McKellar holds a 1988 - 1992 Bachelor of Science @ University of Tennessee-Knoxville. With a robust skill set that includes Insurance, Financial Services, Retirement Planning, Investments, Asset Management and more. Lori McKellar has 1 emails and 1 mobile phone numbers on RocketReach.
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