Lori
Barker
Best Invest
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About this Advisor
Lori Barker is a financial advisor who works out of San Antonio, Texas who has 4 years of relevant experience. Barker is an employee of Best Invest. Barker has gained experience at Best Invest and Alamo Irrigation. Barker holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Best Invest is a registered investment company based out of San Antonio, TX. It controls $170 million in total assets across its 1,432 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm provides services to two charitable organizations. Of its 1,432 customer accounts, just 6% are held by high-net-worth investors who have greater than $1 million in investable assets. The company offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees largely vary depending on which service is provided. Fee types billed by Best Invest most likely are comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Best Invest Brokerage Details
$169,601,273
4
1,432
$118,437
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lori Barker Work History
Lori has been registered as a financial advisor for 4 years.*
Best Invest
Best Invest
Best Invest
Alamo Irrigation
*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 Barker 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 Best Invest
San Antonio, TX
San Antonio, TX
San Antonio, TX
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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