Lori Ann Selby

Current Employers

Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2025-09-05

WA RA
APPROVED

Since 2025-09-05

Branch Locations

Richland, WA • United States

1305 Fowler Street Suite 2C, Richland, WA 99352 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Waddell & Reed, Inc	Kennewick	WA	05/2014	03/2017
Women Helping Women Fund Tri-Cities	Richland	WA	12/2015	11/2016
Epic Trust Investment Advisors, Llc Dba Epic Private Wealth	Richland	WA	03/2017	Present
Epic Private Wealth	Richland	WA	03/2017	07/2025
Avantax Advisory Services	Richland	WA	07/2025	09/2025
Avantax Insurance Agency, Llc	Richland	WA	07/2025	09/2025
Associates Of Clifton Park	Richland	WA	07/2025	Present
Cetera Investment Advisers Llc	Schaumburg	IL	09/2025	Present
Laselby, Llc	Schaumburg	IL	12/2014	Present

05/2014 → 03/2017

Waddell & Reed, Inc

Kennewick, WA
12/2015 → 11/2016

Women Helping Women Fund Tri-Cities

Richland, WA
03/2017 → Present

Epic Trust Investment Advisors, Llc Dba Epic Private Wealth

Richland, WA
03/2017 → 07/2025

Epic Private Wealth

Richland, WA
07/2025 → 09/2025

Avantax Advisory Services

Richland, WA
07/2025 → 09/2025

Avantax Insurance Agency, Llc

Richland, WA
07/2025 → Present

Associates Of Clifton Park

Richland, WA
09/2025 → Present

Cetera Investment Advisers Llc

Schaumburg, IL
12/2014 → Present

Laselby, Llc

Schaumburg, IL

Previous Registrations

2017-03-15 → 2025-12-12

Legacy Cornerstone Wealth Llc

Peoria, AZ

Richland, WA
2025-07-30 → 2025-09-05

Avantax Advisory Services

Richland, WA

Richland, WA

Dallas, TX
2014-10-08 → 2017-03-17

Waddell & Reed

Kennewick, WA

Seattle, WA

Other Businesses

1. NAME OF OTHER BUSINESS: EPIC TRUST INVESTMENT ADVISORS, LLC DBA EPIC PRIVATE WEALTH INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 03/14/2017, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 07/28/2025; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 3. NAME OF OTHER BUSINESS: LASELBY, LLC INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 12/30/2014, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-10-08

S66 Uniform Combined State Law Examination

2014-10-08

Designations

Other Names

Lori Ann Nichols
Loria A Selby

View on SEC IAPD