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Lori Ann Booth-Houle

TCI WEALTH ADVISORS, INC.·TUCSON, Arizona
Unclaimed Profile
4011 EAST SUNRISE DRIVE, TUCSON, AZ 85718CRD# 4521162Firm CRD# 107373
01

About

Lori Ann Booth-Houle is a registered financial advisor based in TUCSON, Arizona, affiliated with TCI WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TCI WEALTH ADVISORS, INC.
TCI WEALTH ADVISORS, INC.
AUM
$4.1B
Regulatory assets under management
Employees
53
Total firm employees
View all advisors at TCI WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4521162
Firm CRD# 107373
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lori Ann Booth-Houle offer?
Lori Ann Booth-Houle specializes in Financial Planning, Investment Management. Contact their office in TUCSON, Arizona for a consultation.
What are Lori Ann Booth-Houle's credentials?
Lori Ann Booth-Houle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lori Ann Booth-Houle located?
Lori Ann Booth-Houle is based in TUCSON, Arizona, working with TCI WEALTH ADVISORS, INC.. Their office serves clients in the TUCSON metropolitan area and surrounding communities.
How does Lori Ann Booth-Houle charge for services?
Lori Ann Booth-Houle's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TCI WEALTH ADVISORS, INC.?
TCI WEALTH ADVISORS, INC. has approximately 53 employees and manages $4.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
SCOTTSDALE GuidePHOENIX GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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