Lori Ann Mckellar

Current Employers

Employment History

• 05/2000 → 05/2022
  Mckellar Constructions
  Rockvale, TN
• 01/2009 → 01/2020
  Bookkeeper
  Rockvale, TN
• 03/2016 → 03/2017
  Security Services Network/Emico Advisory
  Atlanta, GA
• 04/2017 → Present
  Raymond James Financial Services, Inc
  Murfreesboro, TN
• 04/2017 → Present
  Raymond James Financial Services Advisors, Inc.
  Murfreesboro, TN
• 04/2017 → Present
  Pinnacle Financial Partners
  Murfreesboro, TN
• 03/2023 → Present
  Barnabas Vision
  Murfreesboro, TN

Previous Registrations

• 2015-07-30 → 2017-03-24
  Ssn Advisory, Inc.
  Atlanta, GA

Other Businesses

(1)Name of Business: LaLance McKellar Wealth Management Address: 214 W College St Fl 3D, Murfreesboro, TN, 37130-3532, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Provide financial advice to clients (2)Name of Business: Pinnacle Asset Management Address: 214 W College St Fl 1, Murfreesboro, TN, 37130, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Consultant for individual clients as well as employers.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-07-28
• S63 Uniform Securities Agent State Law Examination
  2015-04-03

Other Names

• Lori Ann Farris