Advisor at Raymond James Financial
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Firm
Raymond James Financial
Location
Martinsville, VA 24112
Credentials
Series 66
Industry experience
18 years
Lori Frise is a financial advisor with Raymond James Financial in Martinsville, VA, holding a Series 66 designation and 18 years of industry experience. She has worked with Southern Oak Wealth Management, LLC, Coastal Lending Group, and JTB International and Global Advisory Group. Outside of her advisory role, she manages rental properties including an Airbnb listing. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through client collaboration and a range of implementation options.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
33 Ellsworth Street
Martinsville, VA 24112
Texas · Virginia
Southern Oak Wealth Management, LLC
2021 - Present (5 years)
Coastal Lending Group
2018 - 2021 (3 years)
JTB International and Global Advisory Group
2016 - 2020 (4 years)
Raymond James Financial
2009 - Present (17 years)
Raymond James Financial Services, INC
2008 - Present (18 years)
Access National Mortgage
2006 - 2017 (11 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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