Lori Miller

Background

About Lori Miller

Lori began working for Integrated, Inc. – Wealth Advisors as an administrative assistant in December of 1991 and quickly obtained her Minnesota Life Insurance License followed by her Series 7, 63/65 & 24 Securities Registrations which are held through LPL Financial. She quickly moved up the ladder to Integrated Inc.’s Office Manager and in March of 2003 obtained her Certified Fund Specialist (CFS®) designation from The Institute of Business & Finance. In 2009 Lori was elated at her promotion to Vice President. In her position of Vice President/Director of Operations, Lori considers herself fortunate in having the opportunity to assist people with their financial needs. Lori oversees all of the daily operations at Integrated, Inc. and has been serving their valued clients for nearly 25 years, striving to make sure their values and goals are met. She manages the client review process and provides financial planning support in a values driven manner to the Integrated team and their clients. Lori is the Director of Operations at Integrated, Inc. overseeing each of the representatives and their assistants. Before joining the Integrated team, Lori worked in the structured settlement field as well as the civil litigation department of a national insurance firm. She enjoys working on her home, gardening & traveling. Series 7 (General Securities Registered Representative) & Series 24 (General Securities Principal) Registrations held through LPL Financial- Fixed and Variable Life Insurance Licensed in the State of Minnesota Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact and Personal Info" section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.