Unclaimed Profile

Lori Ann Markham

JOULE FINANCIAL, LLC·LEXINGTON, Kentucky

JOULE FINANCIAL, LLC

1216 S. BROADWAY, LEXINGTON, KY 40504CRD# 7098304Firm CRD# 320791

Profile Verification

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

Identity

Lori Ann Markham · LEXINGTON, KY

Registration

CRD #7098304 · JOULE FINANCIAL, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Lori Ann Markham is a registered financial advisor based in LEXINGTON, Kentucky, affiliated with JOULE FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

JOULE FINANCIAL, LLC

AUM

$332M

Regulatory assets under management

Employees

Total firm employees

View all advisors at JOULE FINANCIAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7098304

Firm CRD# 320791

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lori Ann Markham offer?

Lori Ann Markham specializes in Financial Planning, Investment Management. Contact their office in LEXINGTON, Kentucky for a consultation.

What are Lori Ann Markham's credentials?

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

Where is Lori Ann Markham located?

Lori Ann Markham is based in LEXINGTON, Kentucky, working with JOULE FINANCIAL, LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.

How does Lori Ann Markham charge for services?

Lori Ann Markham'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 JOULE FINANCIAL, LLC?

JOULE FINANCIAL, LLC has approximately 7 employees and manages $332M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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