Lori Eshbach Comanich
Investment adviser representative at Cetera Investment Advisers LLC
16 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Cetera Investment Advisers LLCJul 2025 to now
- Cetera Wealth Services, LLCJul 2025 to now
- True North Private Wealth Partners, LLCMay 2025 to now
- Avantax Insurance Agency And/or Avantax Insurance Services.Aug 2021 to Sep 2025
- Avantax Advisory ServicesJan 2020 to Sep 2025
- Avantax Investment ServicesJan 2020 to Sep 2025
- Rental PropertyJan 2018 to Oct 2020
- Invesco Advisers, Inc.Dec 2010 to Jan 2020
- Invesco Distributors Inc.Nov 2010 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2840946
- Firm CRD
- 105644