Lorraine Harper
Advisor at Merrill
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.
Advisor at Merrill
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.
Location
Boise, ID 83702
Credentials
Series 63, Series 65
Industry experience
12 years
Lorraine Harper is a Wealth Management Advisor with Merrill Lynch Wealth Management. She offers a comprehensive approach to managing wealth that begins with listening to clients' needs and aims to develop personalized financial strategies aligned with their long-term goals. Lorraine provides access to Merrill's investment insights to address various aspects of her clients' financial lives.
Originally from California, Lorraine moved to Boise in 2009 to play golf for Boise State University, where she earned her bachelor's degree. She has worked in the financial industry since 2013 and joined Merrill Lynch Wealth Management in 2015. Lorraine holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC).
Lorraine follows Merrill's tradition of community involvement, volunteering with organizations such as Make A Wish Idaho and the Meridian Canine Rescue. Her client focus areas include family wealth management strategies, LGBT wealth planning, personal retirement planning, women and wealth, and retirement income.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
225 N 9 Th St
Boise, ID 83702
Idaho · Texas
Bank of America N.A
2019 - Present (7 years)
Merrill
2015 - Present (11 years)
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