Unclaimed Profile

Lori Anne Mckinney

TOWERPOINT WEALTH, LLC·SACRAMENTO, California

TOWERPOINT WEALTH, LLC

500 CAPITOL MALL, SACRAMENTO, CA 95814CRD# 4149452Firm CRD# 288593

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lori Anne Mckinney · SACRAMENTO, CA

Registration

CRD #4149452 · TOWERPOINT WEALTH, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Lori Anne Mckinney is a registered financial advisor based in SACRAMENTO, California, affiliated with TOWERPOINT WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TOWERPOINT WEALTH, LLC

AUM

$419M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TOWERPOINT WEALTH, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4149452

Firm CRD# 288593

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lori Anne Mckinney offer?

Lori Anne Mckinney specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SACRAMENTO, California for a consultation.

What are Lori Anne Mckinney's credentials?

Lori Anne Mckinney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lori Anne Mckinney located?

Lori Anne Mckinney is based in SACRAMENTO, California, working with TOWERPOINT WEALTH, LLC. Their office serves clients in the SACRAMENTO metropolitan area and surrounding communities.

How does Lori Anne Mckinney charge for services?

Lori Anne Mckinney'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 TOWERPOINT WEALTH, LLC?

TOWERPOINT WEALTH, LLC has approximately 8 employees and manages $419M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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