Lori
Bishop
Alliance Wealth Management Partners LLC
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About this Advisor
Lori Bishop is a certified financial planner working in Alcoa, Tennessee who has 2 years of industry experience. Bishop is an employee of Alliance Wealth Management Partners LLC. Over the course of their career, they have held roles at Lpl Financial, Bb&T, Lpl Financial LLC, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Alliance Wealth Management Partners LLC. Bishop holds a Series 63 license, which qualifies them as a securities representative, and is able to serve investors in Tennessee. Alliance Wealth Management Partners LLC is a business that has its headquarters in Knoxville, TN. The investment advisory business has offices in four locations and a total of 11 financial advisors. It oversees $159 million in assets between its 644 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 644 accounts, 17% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice largely depend on which service is provided. However, fee types billed by Alliance Wealth Management Partners LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alliance Wealth Management Partners LLC Brokerage Details
$158,760,105
11
644
$246,522
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Lori Bishop Work History
Lori has been registered as a financial advisor for 2 years.*
Alliance Wealth Management Partners LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Lpl Financial LLC
Bb&T
Lpl Financial
*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 Bishop 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 Alliance Wealth Management Partners LLC
Knoxville, TN
Alcoa, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
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.
