# LORI ANN CLEM

LORI ANN CLEM is an investment adviser representative (IAR) with state registration records since 2000, appearing at 3 firms. Currently registered with BFC PLANNING, INC..

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BFC PLANNING, INC.](https://search.stillhousedata.com/firm/119682) | 2017-11-15 | present | Yes |
| [WFG ADVISORS, LP](https://search.stillhousedata.com/firm/125073) | 2008-11-21 | 2017-07-17 | — |
| [WFG INVESTMENTS, INC.](https://search.stillhousedata.com/firm/22704) | 2000-10-06 | 2008-11-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1145827)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1145827.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.