Lori Jane Miller

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → Present
  Lpl Financial Llc
  Greenwood Village, CO

Previous Registrations

• 2008-12-19 → 2010-07-21
  Msi Financial Services, Inc.
  Buffalo Grove, IL
• 2006-09-25 → 2008-12-08
  Investment Centers Of America, Inc.
  Fargo, ND
  Wheaton, IL
  Geneva, IL
  St Charles, IL

Other Businesses

1. 11/7/2012: No Business Name - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Time Spent 5% - SELLING FIXED INSURANCE - LIFE, HEALTH/ LTC COVERAGES THROUGH VARIOUS CARRIERS. I HAVE A P&C IL LICENSE, BUT DO NOT OFFER THOSE COVERAGES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-12
• S63 Uniform Securities Agent State Law Examination
  2005-01-12

Designations

• Certified Financial Planner

Other Names

• Lori Jane Cravenor
• Lori J Cravenor