Lori Eads has been Manager of Bland Garvey Wealth Advisors since March 2005, is a control person of the firm and directly owns under 5% of it. Lori Eads holds a Bachelor of Business Administration in Strategic Management from the University of North Texas.
Bland Garvey Wealth Advisors, LLC is a Richardson, TX firm with $241M under management, 122 clients and 4 advisers in one office, as of its March 2026 filing.
Lori Eads is a Shareholder with Bland Garvey, PC, based in Richardson, Texas. She joined the firm in 1994 and has 31 years of experience in public accounting. Her practice concentrates on physicians, dentists, restaurateurs and other professionals and their families.
- – present · 20 yearsRichardson, TX · Adviser representative · Firm CRD 140066
Professional designations
Listed by Bland Garvey Wealth Advisors
- CPA
Investment adviser representative registrations
Lori Eads is registered as an investment adviser representative in Texas, since April 2006.
- TexasSince 11 April 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 October 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Lori Annette Eads
- CRD
- 5112485
- Firm
- Bland Garvey Wealth Advisors · CRD 140066
- Role
- Manager
- Office
- 1202 RICHARDSON DRIVE, SUITE 203, Richardson, TX 75080
- Registration
- Investment adviser registration
- In the industry since
- April 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- blandgarvey.com
Where does Lori Eads work?
Lori Eads has been Manager of Bland Garvey Wealth Advisors, LLC since March 2005, and is a control person of the firm.
Is Lori Eads a financial advisor?
Yes. Lori Eads has a current investment-adviser registration in Texas, through Bland Garvey Wealth Advisors since April 2006.
How many years of experience does Lori Eads have?
Lori Eads has 20 years in the financial industry, since April 2006, across 1 adviser firm.
What exams has Lori Eads passed?
Lori Eads passed the Series 65 in October 2005.
Where is Lori Eads based?
Lori Eads’ registered office is in Richardson, TX.
Is Lori Eads registered with FINRA?
No. Lori Eads has no current broker registration.
How can I verify Lori Eads’ record?
Search CRD 5112485 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lori Eads’ full registration record.