LORI LYNN MATTHEWS is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-02-18 | 2025-03-31 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2011-08-12 | 2019-12-24 | — |
| EDWARD D. JONES & CO., L.P. | 2007-01-19 | 2011-03-02 | — |