Lorrie Ann Minor
CFP®Professional Summary
Lorrie Ann Minor, CFP® is a registered financial advisor currently at CARDINAL MARK LLC located in Glencoe, Illinois. Lorrie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Lorrie has worked at 4 firms and has passed the Series 66, Series 65 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
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- Investment Management
- Retirement Planning
Biography
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
27 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CARDINAL MARK LLC | CARDINAL POINTE, LLC | CARDINAL POINTE WEALTH MANAGEMENT LLC | CARDINAL MARK, L.L.C.
Contact Information
Main Address
Glencoe, ILPhone Number
(312) 952-0050# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
47AUM (Assets Under Management)
$12,076,239Similar Advisors
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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.
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State Registrations and Notice Filings
(5/25/2007)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Lorrie Ann Minor's CRS (Customer Relationship Summary).
Services Offered by Lorrie
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- Investment Management
- Retirement Planning
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