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Lori Kim Choi

Senior Wealth ManagerVeris Wealth Partners, LLCCRD 7090253

About Lori Kim Choi

Lori Kim Choi is listed as Senior Wealth Manager at Veris Wealth Partners, LLC in Oakland, CA. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Veris Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lori Kim Choi work?

Lori Kim Choi is listed as Senior Wealth Manager at Veris Wealth Partners, LLC on SEC Form ADV.

How much of Veris Wealth Partners, LLC does Lori Kim Choi own?

Form ADV reports a beneficial ownership band of 5-10%.

Veris Wealth Partners, LLC

TitleSenior Wealth Manager
Ownership5-10%
Control personNo
Since2018
View Veris Wealth Partners, LLC →