Lori
Day

Blue Ocean Capital Management, LLC

CRD#6306856
Investment Advisor
in Simi Valley, CA

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About this Advisor

Lori Day is a financial advisor who works out of Simi Valley, California with a total of 2 years of industry experience. Day is on the advisory team at Blue Ocean Capital Management, LLC. Throughout their career, Day has worked at The Fidato Group LLC, Day Street Financial & Insurance Services, LLC, Day Street Insurance Services, Virtue Capital Management, LLC, Blue Ocean Capital Management, LLC and Horter Investment Management, LLC. Day holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in California. Blue Ocean Capital Management, LLC is a business with a branch in Simi Valley, California.

Certifications and Registrations

Series 65

Years Registered*

2 years

Office Location

789 Wishard Ave.
Simi Valley, CA 93065

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Lori Day Work History

Lori has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Blue Ocean Capital Management, LLC

2019 - Present (5 years)

Virtue Capital Management, LLC

2010 - Present (14 years)

Day Street Financial & Insurance Services, LLC

2015 - 2019 (4 years)

Horter Investment Management, LLC

2014 - 2015 (1 year)

The Fidato Group LLC

2006 - 2013 (7 years)

Day Street Insurance Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lori Day to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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