Unclaimed Profile

Hayley Ann Snell

LRI INVESTMENTS, LLC·PALM BEACH GARDENS, Florida

SIE, Series 7, Series 66Clean record8 years registeredLRI INVESTMENTS, LLC

3825 PGA BLVD, PALM BEACH GARDENS, FL 33410CRD# 6490886Firm CRD# 323556

Profile Verification

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

Identity

Hayley Ann Snell · PALM BEACH GARDENS, FL

Registration

CRD #6490886 · LRI INVESTMENTS, LLC · 8 years registered

Brand Profile

Not yet started

Career History

LRI INVESTMENTS

Apr 2023 – present

M HOLDINGS SECURITIES, INC.

Aug 2018 – Dec 2023

WEST HARTFORD, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 2, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LRI INVESTMENTS, LLC

CRD 323556 · SEC 801-127277

AUM

$933M

Regulatory assets under management

Employees

1,050 client accounts

Services offered by LRI INVESTMENTS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LRI INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Hayley Ann Snell offer?

Hayley Ann Snell specializes in Financial Planning, Investment Management. Contact their office in PALM BEACH GARDENS, Florida for a consultation.

What are Hayley Ann Snell's credentials?

Hayley Ann Snell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Hayley Ann Snell located?

Hayley Ann Snell is based in PALM BEACH GARDENS, Florida, working with LRI INVESTMENTS, LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.

How does Hayley Ann Snell charge for services?

Hayley Ann Snell'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 LRI INVESTMENTS, LLC?

LRI INVESTMENTS, LLC has approximately 17 employees and manages $933M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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