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LORI ANN VAN DUSEN
LORI ANN BOILLAT, LORI ANN VANDUSEN
CRD#: 1556941
IA
LVW ADVISORS, LLCCRD#: 159403 67B MONROE AVENUE
PITTSFORD, NY 14534
PITTSFORD, NY 14534
0
Disclosures
3
Years of Experience
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State Registrations
IA
New York 8/19/2021
IA
Registered with this firm since 8/19/2021
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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