Lori Derrick

Financial Advisor at Pinebrook Wealth Strategies - Houston, TX, us

Lori Derrick's Colleagues at Pinebrook Wealth Strategies
Jim McCurdy

Branch Manager/Financial Advisor

Contact Jim McCurdy

Ulku Aka

Human Resources Director

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Jeffrey Davies

Senior Vice President, Wealth Management

Contact Jeffrey Davies

Nancy Hudak

Transition Technology Consultant

Contact Nancy Hudak

Zachary Vogel

Head AML Officer Raymond James Trust Company of New Hampshire

Contact Zachary Vogel

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Lori Derrick's Contact Details
HQ
N/A
Location
Glendale,Arizona,United States
Company
Pinebrook Wealth Strategies
Lori Derrick's Company Details
Pinebrook Wealth Strategies logo, Pinebrook Wealth Strategies contact details

Pinebrook Wealth Strategies

Houston, TX, us • 5 - 9 Employees
Financial Services

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021).Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Financial Services
Details about Pinebrook Wealth Strategies
Frequently Asked Questions about Lori Derrick
Lori Derrick currently works for Raymond James.
Lori Derrick's role at Raymond James is Financial Advisor.
Lori Derrick's email address is ***@raymondjames.com. To view Lori Derrick's full email address, please signup to ConnectPlex.
Lori Derrick works in the Financial Services industry.
Lori Derrick's colleagues at Pinebrook Wealth Strategies are Jim McCurdy, Ulku Aka, Jeffrey Davies, Nancy Hudak, Ivonne Delgado, James Spicer, Zachary Vogel and others.
Lori Derrick's phone number is N/A
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