Lori Pierce Crilley

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 03/2005 → Present
  Dpr Realty Llc
  Scottsdale, AZ
• 02/2011 → 06/2017
  Ccf Investments, Inc.
  Greensboro, GA
• 08/2016 → 06/2017
  Capital Choice Investment Advisers
  Greensboro, GA
• 09/2010 → 08/2017
  Capital Choice Financial Services
  Greensboro, GA
• 06/2017 → 08/2017
  Ameritas Investment Corp.
  Lincoln, NE
• 05/2010 → Present
  Lc Financial Llc
  Phoenix, AZ
• 08/2017 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2017 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2017-06-21 → 2017-08-10
  Ameritas Investment Company, Llc
  Greensboro, GA
  Phoenix, AZ
• 2016-08-29 → 2017-06-21
  Capital Choice Investment Advisers, Inc.
  Phoenix, AZ
  Greensboro, GA

Other Businesses

1. LC FINANCIAL LLC, 11201 N Tatum Blvd #300, Phoenix, AZ 85028, 08/2009, Owner, Insurance/Benefits/Human Resources, INV REL, 20 HR/MO, 0 HR/MO TRADING 2. LC FINANCIAL LLC, 11201 N Tatum Blvd #300, Phoenix AZ 85028, 8/2009, AS FINANCIAL PROFESSIONAL UTILIZING DBA NAME, INV REL, 180 HR/MO - 160 HR/MO TRADING. 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 40/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4. LC FINANCIAL LLC, 11201 N Tatum Blvd #300, Phoenix AZ 85028, 07/2017, W2 Employee, Insurance/Benefits/Human Resources, NIR, 3 HR/MO, 0 HR/MO TRADING 5. PERSONAL RENTAL PROPERTY, 12149 W Electra Ln, Sun City AZ 85373, United States, 01/31/2017, OWNER, REAL ESTATE, NIR, 1 HR/MO - 0 HR/MO TRADING 6. 4650 N CALLE SANTA CRUZ, 4650 N Calle Santa Cruz, Prescott Valley AZ 86314, United States, 12/22/2025, OWNER, REAL ESTATE, INV REL, 1 HR/MO - 0 HR/MO TRADING 7. DELEX REALTY, 20359 N 59th Ave Suite 103, Glendale AZ 85308, 07/2026, Agent, Real Estate, NIR, 1 HR/MO, 0 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-01
• S63 Uniform Securities Agent State Law Examination
  2011-02-23

Other Names

• Lori Jean Pierce
• Lori Jean Crilley