Lorie Rios, LPL Investment Advisor Representative, has been with Diversified Financial Consultants, LLC since June, 2012, however, her experience spans over 30 years in the financial services industry. Diversified Financial Consultants, LLC, is powered by LPL Financial. LPL Financial is a full service broker/dealer and the largest independent broker/dealer in the country. (As reported by Financial Planning magazine, June 1996-2020, based on total revenue.)
Lorie was awarded her Bachelors in Math/Actuarial Science and Minor in Business from the University of Wisconsin-Milwaukee and holds a FINRA Registration Series 7, 66, 63& 6, through LPL Financial. Her licenses include Life Insurance, Long Term Care and Disability Producer in the states of NJ, NY, WI & WA.
Moreover Lorie is required to satisfy continuing education requirements to maintain her status as an Investment Advisor Representative, and has a fiduciary responsibility , that is subject to the duty of loyalty and due care with her advisory clients.
Lorie truly believes good financial advice is life changing. That's why she is committed to understanding her clients' whole life, so she can develop the personalized strategies designed with a goal to work for them. Her focus is their success now, and into the future.
Lorie's clientele ranges in its versatility; from individual families, professionals and business owners who want to build their wealth over time to retirees and professionals who want to preserve or protect their wealth.
Attention to detail and great empathy are traits of Lorie that her clients are seeking.
Lorie resides in Sussex County with her husband Alfonso, two sons Diego and Zion, and her dog Mocha. Her main passion is spending time with family and friends. Others include playing the piano, ballroom dancing or just relaxing with a good book.