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Lori Marie Delatorre

Waverly Advisors, LLC

Metairie, LA

Birmingham, AL

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Current Employers
Waverly Advisors, Llc

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-05-19
  • LA RA
    APPROVED
    Since 2026-05-19

Branch Locations

2700 Lake Villa Dr Suite 200, Metairie, LA 70002 • United States

600 University Park Place Suite 501, Birmingham, AL 35209 • 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
OrganizationCityStateFromTo
Waverly Advisors, Llc Birmingham AL 04/2026 Present
Ameriprise Financial Services, Inc. Metairie LA 08/2014 07/2020
Truwealth Advisors Metaire LA 07/2020 06/2025
Truwealth Advisor Metairie LA 06/2025 04/2026
  • 04/2026 → Present
    Waverly Advisors, Llc
    Birmingham, AL
  • 08/2014 → 07/2020
    Ameriprise Financial Services, Inc.
    Metairie, LA
  • 07/2020 → 06/2025
    Truwealth Advisors
    Metaire, LA
  • 06/2025 → 04/2026
    Truwealth Advisor
    Metairie, LA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-18
  • S65 Uniform Investment Adviser Law Examination
    2025-06-18
Other Names
  • Lori M Poe
  • Lori Poe

View on SEC IAPD

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Jarod Hopper
Shelby Renee Cressend
ANDRE PIERCE LEBLANC
NEAL KENNETH ADLER
LOUIS WILLIAM BUNDY

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Metairie, LA
AMERITAS ADVISORY SERVICES, LLC · Metairie, LA
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · Metairie, LA
MERCER GLOBAL ADVISORS INC. · Metairie, LA
LPL ENTERPRISE, LLC · METAIRIE, LA
GUILBAULT CAPITAL · METAIRIE, LA
SISUNG INVESTMENT MANAGEMENT SERVICES LLC · METAIRIE, LA
INDEPENDENT ADVISOR ALLIANCE, LLC · Metarie, LA

More in Metairie, LA

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