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Lori M
Series 65, Series 66
Roseville, CA
Bright Lake Wealth Management, LLC
Lori Meter is a financial advisor with Bright Lake Wealth Management, LLC in Roseville, CA, holding Series 65 and Series 66 licenses with 14 years of industry experience. Her career includes roles at Crump Life Insurance Services, Key Investment Services LLC, and Merrill, among others. She has also been involved in a small business, G-bury BnB, LLC. Bright Lake Wealth Management serves individual and high-net-worth clients with retirement-focused financial planning and discretionary portfolio management using model portfolios. The firm applies a goals-based, household-level approach with ongoing monitoring and offers estate planning services through a partnership with Wealth.com.
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