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Lori C. Avant

THE FIDUCIARY ALLIANCE
LITTLE ROCK, AR
Some features on this profile are disabled
CRD#: 1133785
LA
Lori C. AvantTHE FIDUCIARY ALLIANCE

Professional summary

Lori C. Avant, who also goes by Lori Ann Croslow, Lori Croslow Reineke, is a registered financial advisor currently at THE FIDUCIARY ALLIANCE located in Little Rock, Arkansas.

Lori is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Lori has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Lori Ann Croslow | Lori Croslow Reineke

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lori C. Avant's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 16, 2026 - Present

THE FIDUCIARY ALLIANCE

RIA
CRD#: 284924
LITTLE ROCK, AR
Past

October 15, 2025 - June 15, 2026

IMPACT PARTNERSHIP WEALTH, LLC

RIA
CRD#: 313928
Little Rock, AR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TF
THE FIDUCIARY ALLIANCE
ALTUM WEALTH ALLIANCE | THE FIDUCIARY ALLIANCE | STEWARDSHIP INVESTMENTS, INC. | STELLA MARIS WEALTH | PEACHTREE FINANCIAL GROUP | PARALLEL FINANCIAL | NORRIS LAKE RETIREMENT PLANNING, LLC | MORROW WEALTH ADVISORY GROUP | MERRIMACK WEALTH MANAGEMENT | LONGVIEW ADVISORS | KINGDOM WEALTH MANAGEMENT | GUARD LEGACY | FIDUCIARY ALLIANCE LLC | ELM WEALTH ADVISORS | ECHELON FINANCIAL MANAGEMENT | DAVID DUNN WEALTH, LLC | CREATIVE RETIREMENT SOLUTIONS GROUP, LLC | BRIDGEWAY WEALTH STRATEGIES

CRD#: 284924 / SEC#: 801-108283

RIA
Registered Investment Advisory firm - (8/17/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arkansas
(6/16/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/2/2024
Uniform Investment Adviser Law Examination

Current Firm

TF
THE FIDUCIARY ALLIANCE
ALTUM WEALTH ALLIANCE | THE FIDUCIARY ALLIANCE | STEWARDSHIP INVESTMENTS, INC. | STELLA MARIS WEALTH | PEACHTREE FINANCIAL GROUP | PARALLEL FINANCIAL | NORRIS LAKE RETIREMENT PLANNING, LLC | MORROW WEALTH ADVISORY GROUP | MERRIMACK WEALTH MANAGEMENT | LONGVIEW ADVISORS | KINGDOM WEALTH MANAGEMENT | GUARD LEGACY | FIDUCIARY ALLIANCE LLC | ELM WEALTH ADVISORS | ECHELON FINANCIAL MANAGEMENT | DAVID DUNN WEALTH, LLC | CREATIVE RETIREMENT SOLUTIONS GROUP, LLC | BRIDGEWAY WEALTH STRATEGIES

CRD#: 284924 / SEC#: 801-108283

RIA
Registered Investment Advisory firm - (8/17/2016 Approved)
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Contact information

Main Address
135 S Main St Suite 600, Greenville, SC 29601
Mailing Address
Phone number
(864) 385-7999
Established
Firm type
Fiscal year end
# of Employees
76

SEC notice filing (43 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TFA ADV 2A (2/9/2026)

Regulatory assets under management

Total Number of Accounts9,155
AUM (Assets Under Management)$ 2,526,238,956

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

THE FIDUCIARY ALLIANCE

CRD#: 284924Little Rock, AR

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