Loralee Ethel Mcelroy
Professional Summary
Loralee Ethel Mcelroy, who also goes by Loralee E Bulkeley, Lori Ethel Mcelroy, Loralee E Perry, Loralee Perry, Lori Perry, was a registered financial advisor. Loralee was a previously registered financial professional and started their career in finance 1990 - 2017. Loralee had worked at 4 firms and has passed the Series 63, SIE, Series 6, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Loralee E Bulkeley, Lori Ethel Mcelroy, Loralee E Perry, Loralee Perry, Lori Perry
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
RFS PARTNERS
Contact Information
Main Address
1401 Lawrence Street Suite 1550, Denver, CO 80202-1805Mailing Address
1401 Lawrences Street Suite 2550, Denver, CO 80202-1805Phone Number
(415) 378-5100Established
California since 07/31/1985Firm Type
PartnershipFiscal Year End
JuneFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 2014About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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