Unclaimed Profile

Lori Annette Eads

BLAND GARVEY WEALTH ADVISORS, LLC·RICHARDSON, Texas

Series 65Clean record20 years registeredBLAND GARVEY WEALTH ADVISORS, LLC

2600 NORTH CENTRAL EXPRESSWAY, RICHARDSON, TX 75080CRD# 5112485Firm CRD# 140066

Profile Verification

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

Identity

Lori Annette Eads · RICHARDSON, TX

Registration

CRD #5112485 · BLAND GARVEY WEALTH ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

BLAND GARVEY WEALTH ADVISORS, LLC

Apr 2006 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 11, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLAND GARVEY WEALTH ADVISORS, LLC

CRD 140066 · SEC 801-70358

AUM

$184M

Regulatory assets under management

Employees

325 client accounts

Services offered by BLAND GARVEY WEALTH ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BLAND GARVEY WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Lori Annette Eads offer?

Lori Annette Eads specializes in Investment Management. Contact their office in RICHARDSON, Texas for a consultation.

What are Lori Annette Eads's credentials?

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

Where is Lori Annette Eads located?

Lori Annette Eads is based in RICHARDSON, Texas, working with BLAND GARVEY WEALTH ADVISORS, LLC. Their office serves clients in the RICHARDSON metropolitan area and surrounding communities.

How does Lori Annette Eads charge for services?

Lori Annette Eads's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLAND GARVEY WEALTH ADVISORS, LLC?

BLAND GARVEY WEALTH ADVISORS, LLC has approximately 5 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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