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Lorraine Walker

Advisor at LPL Financial

Updated today

Location

Chipley, FL

Credentials

Series 66

Industry experience

6 years

About

Lorraine Walker is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and six years of industry experience. She has been with LPL Financial and Allen & Company since 2019 and previously operated Lorrie Walker Communications for 12 years. Outside of her advisory role, she owns an insurance agency under Lorrie Walker LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team, combining large-scale advisory operations with insurance and annuity product sales through an affiliated agency.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

Chipley, FL

Most active in

Florida · Texas

Work history

LPL Financial, llc

2019 - Present (7 years)

Allen & co

2019 - Present (7 years)

Lorrie Walker Communications

2007 - 2019 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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