Lori Brenda Zorn

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 11/2016
  Wells Fargo Advisors Llc
  Long Beach, CA
• 11/2016 → 10/2019
  Wells Fargo Clearing Services, Llc
  Long Beach, CA
• 10/2019 → Present
  Wells Fargo Advisors Financial Network, Llc
  Long Beach, CA

Previous Registrations

• 2013-04-12 → 2019-10-18
  Wells Fargo Clearing Services, Llc
  Long Beach, CA
• 2007-05-29 → 2013-04-30
  Citigroup Global Markets Inc.
  Cypress, CA
  Garden Grove, CA
  San Jose, CA
  Fountain Valley, CA
  Fountain Valley, CA
  Huntington Beach, CA
  San Francisco, CA
  Huntington Beach, CA
• 2003-01-03 → 2007-05-29
  Citicorp Investment Services
  Huntington Beach, CA
  Huntington Beach, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-18
• S63 Uniform Securities Agent State Law Examination
  1999-02-10

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Lori Zorn