LORI CHRISTINE STEPHENSON is an investment adviser representative (IAR) with state registration records since 2009, appearing at 5 firms. Currently registered with SAVANT CAPITAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SAVANT CAPITAL, LLC | 2026-04-03 | present | Yes |
| EXENCIAL WEALTH ADVISORS | 2018-09-24 | 2026-04-30 | — |
| STRATEGIC ADVISERS LLC | 2013-07-18 | 2017-10-06 | — |
| MSI FINANCIAL SERVICES, INC. | 2012-04-13 | 2013-06-24 | — |
| EDWARD D. JONES & CO., L.P. | 2009-11-30 | 2011-08-04 | — |