Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
41 years
Location
Ocean Shores, WA
OSAIC
Institution
Lorelle Farber is a financial advisor at OSAIC with 41 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. In addition to her advisory role, she is involved in fixed insurance products and is a member of New Thought Financial Group LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisors and multiple advisory platforms. The firm offers a range of integrated brokerage and investment services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include various asset classes and investment vehicles.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Ocean Shores, WA
Ocean Shores WA
Advisors at this office
1
Texas · Washington
41 years of industry experience
OSAIC
2024 - Present • 2 years
Issaquah, WA
Woodbury Financial Services INC
2019 - 2024 • 5 years
Bellevue, WA
Penn Mutual Life Ins Co
2009 - Present • 17 years
Horsham, PA
Hornor Townsend & Kent Inc
2009 - 2019 • 10 years
Horsham, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Ocean Shores, WA
LPL Financial
Cynthia Robinson Schmidt is a financial advisor with LPL Financial in Ocean Shores, WA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. She has been with LPL Financial since 2006. She also operates a separate business under the name Clear Investment Strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Series 66
Ocean Shores, WA
Edward Jones
Miles Longenbaugh is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.
Series 66
Ocean Shores, WA
Cetera
Barbara Greatwood is a financial advisor with Cetera, holding a Series 66 license and 28 years of industry experience. She has worked at Cetera since 2016 in various capacities and previously spent 18 years with First Allied Securities, INC. Greatwood is a partner emeritus at Northwest Planning & Investments, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.
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