Lori Ann Selby
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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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
11 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Associates of Clifton ParkJul 2025 to now
- Epic Trust Investment Advisors, LLC dba Epic Private WealthMar 2017 to now
- Laselby, LLCDec 2014 to now
- Avantax Advisory ServicesJul 2025 to Sep 2025
- Avantax Insurance Agency, LLCJul 2025 to Sep 2025
- Epic Private WealthMar 2017 to Jul 2025
- Women Helping Women Fund Tri-citiesDec 2015 to Nov 2016
- Waddell & Reed, IncMay 2014 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 6332040
- Firm CRD
- 105644