Lori
Selby
Epic Trust Investment Advisors LLC
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About this Advisor
Lori Selby is a financial advisor based in Richland, Washington, working with Epic Trust Investment Advisors LLC. Lori has previously held positions at Waddell & Reed, Inc, Soroptimist, Women Helping Women Fund Tri-Cities, Team Elite Networking (Ten), Epic Trust Investment Advisors, LLC, Northwest Insurance Alliance, LLC, Laselby LLC, and various insurance carriers for W&R Insurance Agencies. Lori has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Lori is part of Epic Trust Investment Advisors LLC, which operates out of Richland, Washington. The firm has one office and six employees. The firm manages assets totaling $277.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Epic Trust Investment Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Epic Trust Investment Advisors LLC Brokerage Details
$277,441,223
6
1,674
$165,735
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lori Selby Work History
Epic Trust Investment Advisors, LLC
Northwest Insurance Alliance, LLC
Soroptimist
Laselby LLC
Team Elite Networking (Ten)
Women Helping Women Fund Tri-Cities
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Disclosures
Please visit the SEC profile of Lori Selby 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 Epic Trust Investment Advisors LLC
Richland, WA
Richland, WA
Richland, WA
Richland, WA
Chicago, IL
Richland, WA
Richland, WA
Richland, WA
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