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Lori Morell

Vice PresidentLinder Financial Services, Inc.CRD 7015759

About Lori Morell

Lori Morell is listed as Vice President at Linder Financial Services, Inc. in Alpharetta, GA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Linder Financial Services, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lori Morell work?

Lori Morell is listed as Vice President at Linder Financial Services, Inc. on SEC Form ADV.

How much of Linder Financial Services, Inc. does Lori Morell own?

Form ADV reports a beneficial ownership band of 25-50%.

Linder Financial Services, Inc.

TitleVice President
Ownership25-50%
Control personYes
Since2019
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