Lori A Marino

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

• 07/2011 → 04/2018
  The Vanguard Group, Inc.
  Malvern, PA
• 06/1985 → 06/2022
  Self Employed
  Spring City, PA
• 04/2018 → 06/2020
  Janney Montgomery Scott Llc
  Blue Bell, PA
• 06/2020 → 06/2020
  Janney Montgomery Scott Llc
  Allentown, PA
• 06/2020 → 04/2022
  Janney Montgomery Scott Llc
  Pottstown, PA
• 04/2022 → 06/2025
  Janney Montgomery Scott Llc
  Royersford, PA
• 06/2025 → Present
  Raymond James & Associates, Inc
  Conshohocken, PA

Previous Registrations

• 2019-05-15 → 2025-06-11
  Janney Montgomery Scott Llc
  Blue Bell, PA
  Allentown, PA
  Royersford, PA

Other Businesses

Value Ventures, Royersford, PA. Owner (08/2024) - Sell wholesale goods to be fulfilled by Amazon. Compensated from sales, not investment related, 20 hours/month.

Exams

• S66 Uniform Combined State Law Examination
  2019-05-14
• S63 Uniform Securities Agent State Law Examination
  2011-08-04

Other Names

• Lori Ann Naugle-Stojakovich
• Lori Ann Naugle
• Lori Ann Stojakovich
• Lori A Marino
• Lori Ann Marino