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Lori R Tipple

Edward Jones

Gig Harbor, WA

CRD 7724644

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-12-26
  • WA RA
    APPROVED
    Since 2023-12-26

Branch Locations

3312 Rosedale St Suite 202, Gig Harbor, WA 98335 • 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
Lpl Financial Llc Tacoma WA 04/2023 10/2023
Unemployed Gig Harbor WA 02/2016 04/2023
Edward Jones Gig Harbor WA 11/2023 12/2025
Edward Jones St Louis MO 12/2025 Present
  • 04/2023 → 10/2023
    Lpl Financial Llc
    Tacoma, WA
  • 02/2016 → 04/2023
    Unemployed
    Gig Harbor, WA
  • 11/2023 → 12/2025
    Gig Harbor, WA
  • 12/2025 → Present
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-13
  • S66 Uniform Combined State Law Examination
    2023-12-13
Other Names
  • Lori Renee Pierce
  • Lori Renee Richards

View on SEC IAPD

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