Lori
Bivens
Alliancebernstein L.P
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About this Advisor
Lori Bivens is a financial advisor based in Houston, Texas, working with Alliancebernstein L.P. Lori has previously held positions at Alliance Bernstein, Battalion Oil Corporation, Aucerna, and Ep Energy. Lori has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Lori is part of Alliancebernstein L.P, which operates out of Houston, Texas. The firm has 53 offices and 4,565 employees. The firm manages assets totaling $651.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. The fee structure at Alliancebernstein L.P includes asset-based, fixed, commission-based, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Alliancebernstein L.P Brokerage Details
$651,482,000,000
4,565
62,140
$10,484,100
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Lori Bivens Work History
Alliance Bernstein
Battalion Oil Corporation
Aucerna
Ep Energy
Disclosures
Please visit the SEC profile of Lori Bivens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alliancebernstein L.P
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