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Lori Lake

Registered Sales Assistant at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">ZCS Wealth Management - Raymond James</span>
Intro Book
Financial analysis and technical training expert with 15+ years of experience in financial services.
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Location
Dallas-Fort Worth Metroplex, US
Skills
  • Financial Accounting
  • Analytic Problem Solving
  • Technical Training
  • Annuity And Life Insurance Specialist
  • Financial Analysis
  • Show all
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Bio

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Lori Lake is a seasoned financial professional with 15+ years of experience in financial analysis, technical training, and risk management. She holds a Bachelor of Arts degree in Music Teacher Education and has certifications in Insurance License and Series 7. As a Registered Sales Assistant at ZCS Wealth Management - Raymond James, Lori supports two financial advisors and serves as the branch's technical liaison, providing financial analysis and technical training to clients. Her extensive experience in financial services, asset management, and risk management makes her a valuable asset to any organization. Lori's expertise spans financial accounting, analytic problem solving, technical training, annuity and life insurance specialist, financial analysis, finance, financial planning, and more.

Credentials

  • Insurance License
    Texas Department of Insurance
    Feb, 2006
    - May, 2026
  • Series 7
    -

Experience

  • ZCS Wealth Management - Raymond James
    • Registered Sales Assistant
      • Dec 2021 - Present
  • Raymond James
    • Dallas/Fort Worth Area
    • Senior Registered Client Associate
      • Jul 2006 - Dec 2021
      • Dallas/Fort Worth Area

      I currently support two financial advisors at Raymond James Financial Services and serve as the branch&#39;s technical liaison. I enjoy the challenge of finding answers for clients, solving problems and making sure they understand their investments. Securities offered through Raymond James Financ...

  • A.G. Edwards & Sons, Inc.
    • Dallas/Fort Worth Area
    • Registered Client Service Associate
      • May 1995 - Jan 2006
      • Dallas/Fort Worth Area
  • Maxus Energy Corporation
    • Dallas/Fort Worth Area
    • Investment Services Specialist
      • Sep 1992 - 1994
      • Dallas/Fort Worth Area
  • Texas Commerce Bank
    • Various locations
    • Trust Specialist
      • Sep 1983 - May 1992
      • Various locations
  • Hamilton ISD
    • Hamilton, TX
    • Elementary Music Teacher
      • Sep 1981 - May 1982
      • Hamilton, TX

Education

  • 1978 - 1980
    Tarleton State University
  • 1976 - 1978
    Tarrant County College
  • 1974 - 1976
    The University of Texas at Arlington

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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