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Lorrie Lynn Anderson

DEMICELL WEALTH MANAGEMENT, INC.·PUEBLO, Colorado
SIE, Series 7, Series 63, Series 66CFPClean record21 years registeredDEMICELL WEALTH MANAGEMENT, INC.
200 WEST 1ST STREET, PUEBLO, CO 81003CRD# 3037166Firm CRD# 132576

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lorrie Lynn Anderson · PUEBLO, CO
Registration
CRD #3037166 · DEMICELL WEALTH MANAGEMENT, INC. · 21 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: DEMICELL WEALTH MANAGEMENT, INC.
INTEGRATED ADVISORS NETWORK LLC
Sep 2015 – Sep 2018
Pueblo, CO
FIRST ALLIED ADVISORY SERVICES, INC.
Jul 2012 – Jul 2015
SAN DIEGO, CA
DEMICELL WEALTH MANAGERS, INC.
Oct 2004 – Aug 2012
PUEBLO, CO
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · October 5, 2004
Years registered · 21
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DEMICELL WEALTH MANAGEMENT, INC.
CRD 132576 · SEC 801-63506
AUM
$37M
Regulatory assets under management
Employees
1
304 client accounts
Services offered by DEMICELL WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DEMICELL WEALTH MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Lorrie Lynn Anderson offer?
Lorrie Lynn Anderson specializes in Financial Planning, Investment Management, Wealth Management.
What are Lorrie Lynn Anderson's credentials?
Lorrie Lynn Anderson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Lorrie Lynn Anderson located?
Lorrie Lynn Anderson is based in PUEBLO, Colorado, last registered with DEMICELL WEALTH MANAGEMENT, INC..
How does Lorrie Lynn Anderson charge for services?
Lorrie Lynn Anderson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DEMICELL WEALTH MANAGEMENT, INC.?
DEMICELL WEALTH MANAGEMENT, INC. has approximately 1 employees and manages $37M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DEMICELL WEALTH MANAGEMENT, INC.

Albert David Demicell
PUEBLO, CO

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