Lori Cuneo has been an investment adviser representative at Investment & Retirement Advisors since April 2026, and is not listed among the firm’s executive officers or direct owners.
Investment & Retirement Advisors, LLC is a Murfreesboro, TN firm with $139M under management, 202 clients and 1 adviser in one office, as of its January 2026 filing.
- Hull Wealth ManagementCurrent– present · under a yearMurfreesboro, TN · Adviser representative · Firm CRD 131741
Investment adviser representative registrations
Lori Cuneo is registered as an investment adviser representative in Tennessee, since April 2026.
- TennesseeSince 2 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 February 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Lori Anne Cuneo
- CRD
- 6070728
- Firm
- Investment & Retirement Advisors · CRD 131741
- Office
- 215A CASTLEWOOD DRIVE, Murfreesboro, TN 37129
- Registration
- Investment adviser registration
- In the industry since
- April 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Lori Cuneo work?
Lori Cuneo is an investment adviser representative registered through Investment & Retirement Advisors, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Lori Cuneo a financial advisor?
Yes. Lori Cuneo has a current investment-adviser registration in Tennessee, through Investment & Retirement Advisors since April 2026.
How many years of experience does Lori Cuneo have?
Lori Cuneo has 0 years in the financial industry, since April 2026, across 1 adviser firm.
What exams has Lori Cuneo passed?
Lori Cuneo passed the Series 65 in February 2026.
Where is Lori Cuneo based?
Lori Cuneo’s registered office is in Murfreesboro, TN.
Is Lori Cuneo registered with FINRA?
No. Lori Cuneo has no current broker registration.
How can I verify Lori Cuneo’s record?
Search CRD 6070728 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lori Cuneo’s full registration record.
