Lorilee Hoalst Jones

Current Employers

Employment History

• 01/2013 → 02/2018
  Cetera Advisors Llc
  Denver, CO
• 02/2018 → Present
  Integrity Alliance, Llc
  Meridian, ID

Previous Registrations

• 2007-07-18 → 2018-03-13
  Cetera Advisors Llc
  Greenwood Village, CO
  Meridian, ID
  Greenwood Village, CO
  Meridian, ID
• 2002-02-04 → 2007-07-18
  Legacy Advisory Services, Inc.
  Meridian, ID

Other Businesses

1. INVESTMENT RESOURCES LLC, DBA: INVESTMENT RESOURCES OF AMERICA, INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, FINANCIAL AND INSURANCES SERVICES, START JULY 2001, 40 PLUS HOURS PER WEEK - DURING TRADING HOURS, OWNER - FINANCIAL ADVISOR. 2. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, START 1992, 10 HRS PER WEEK - VARIES DURING TRADING HOURS, INSURANCE AGENT - SELLS LIFE, DISABLITY, ANNUITIES, AND LONG-TERM CARE. 3. ST. LUKE'S MERIDIAN/EAGLE ADVISORY COUNCIL, 420 W IDAHO ST BOISE ID 83702, HOSPITAL ADVISORY COUNCIL MEMBER, START 09/07, 2HR/QUARTER 3. MERIDIAN CHAMBER OF COMMERCE GOVERNMENT AFFAIR COMMITTEE, 215 E FRANKLIN RD MERIDIAN ID, REPRESENT THE CHAMBER IN LOBBYING EFFORTS, START 1993, 2HR/MO 4. HOALST-ANDERSON PROFESSIONAL SERVICES; INVESTMENT RELATED; SAME AS REGISTERED LOCATION; FIXED INSURANCE ; START DATE 2014; OWNER; APX HOURS PER WEEK: VARIES, SOME DURING TRADING HOURS; SERVICING OF FIXED INSURANCE CONTRACTS ORIGINATED BY MR. HOALST & MR. ANDERSON. 5. Meridian Food Bank; Not Investment Related; 133 W. Broadway Ave, Meridian, ID 83642; Providing food for food-insecure families; Board Member; 05/01/2024; 2 hours per month; 0 hours during security hours; General board member duties and voting

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-07
• S63 Uniform Securities Agent State Law Examination
  1994-10-01

Other Names

• Lori Jones
• Lorilee M Hoalst
• Lorilee M Gordon
• Lorilee H Jones