Lori Dee Flanagan

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2014 → Present
  Raymond James & Associates, Inc.
  Fort Smith, AR

Previous Registrations

• 2008-03-17 → 2014-07-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Smith, AR

Other Businesses

(1)Name of Business: Through the Years Antique Mall Address: 2119 Rogers Avenue, Fort Smith, AR, 72901, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 10/17/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Selling antiques and misc in a booth I rent at this antique mall.

Exams

• S66 Uniform Combined State Law Examination
  2008-03-15

Other Names

• Lori Dee Painter
• Lori Dee Hudson
• Lori Dee Jedlicka
• Lori Dee Wilson
• Lori Dee Ryan
• Lori Dee Sims
• Lori Dee Chafin