Adviser and broker representative · Raymond James & Associates, Inc.
Lori D. Flanagan
CRD 5021042 · Fort Smith, AR
At a glance
Lori D. Flanagan is an investment adviser representative with Raymond James & Associates, Inc. in Fort Smith, AR, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lori’s SEC record dates to 2008, about 18 years ago. Lori is also registered as a broker representative.
Current advisory firm
- Raymond James & Associates, Inc.Since July 2014Fort Smith, AR · $501B in regulatory assets
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Lori’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.