Lorian K. Petry
Professional summary
Lorian Keefe Petry, CFP®, who also goes by Lorian Keefe, Lorian Michael Petry, is a registered financial advisor currently at CENTRIPLAN, LLC located in Newport Beach, California.
Lorian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Lorian has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lorian Keefe Petry's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1996
Experience
January 14, 2016 - Present
CENTRIPLAN, LLC
Office #1: 1000 Quail Street #225, Newport Beach, CA 92660November 26, 2012 - December 31, 2015
CENTRIPLAN, LLC
September 8, 2009 - December 17, 2012
LPL FINANCIAL LLC
September 8, 2009 - December 17, 2012
LPL FINANCIAL LLC
April 8, 2002 - September 8, 2009
MUTUAL SERVICE CORPORATION
March 31, 1999 - September 8, 2009
MUTUAL SERVICE CORPORATION
November 7, 1995 - March 31, 1999
TITAN/VALUE EQUITIES GROUP, INC.
July 31, 1993 - September 22, 1995
CITIGROUP GLOBAL MARKETS INC.
January 30, 1992 - July 31, 1993
LEHMAN BROTHERS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/14/2016)
Exams
Current Firm
CENTRIPLAN, LLC
CRD#: 165583 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 24,903,000 |
Red Flags
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