Broker Check
Lori Spivey

Lori has over 25 years of business experience helping growth and technology businesses. She spent 17 years with a Big Four accounting firm, 7 years as partner and also has 3 years of CFO experience.

Lori holds Series 7, 24 & 63 securities licenses with First Allied Securities, Inc. and is a Registered Principal with First Allied Securities, Inc. and Investment Advisor Representative with First Allied Advisory Services, Inc. She has an MBA (with distinction) from Wake Forest University.

  • Former Board member of Council for Entrepreneurial Development; Former Chair
  • North Carolina CPA