Lori Meter has been an investment adviser representative at Bright Lake Wealth Management since February 2026, and is not listed among the firm’s executive officers or direct owners. Lori Meter holds a Mechanical engineering degree from the University of Connecticut and an MBA in finance from Rensselaer Polytechnic Institute.
Bright Lake Wealth Management, LLC is a Redding, CA firm with $104M under management, 354 clients and 4 advisers across 3 offices, as of its April 2026 filing.
Lori Meter is Financial Advisor of Bright Lake Wealth Management. She taught high school science in New Jersey before working at American Power Conversion, where her experience with employee stock ownership sparked her interest in finance. Meter became a financial advisor in 2011, and her MBA thesis examined challenges that Employee Stock Ownership Plans can create for growing companies.
Lori Meter’s longest registration was 2 years at Park Avenue Securities LLC (2013–2016). Before joining Bright Lake Wealth Management in 2026, Lori Meter was registered through TLG Advisors, Inc. and Key Investment Services LLC.
- – present · under a yearRoseville, CA · Adviser representative · Firm CRD 323513
- TLG Advisors, Inc.– · 1 yearBoise, ID · Adviser representative · Firm CRD 111052
- Key Investment Services LLC– · 2 yearsS Windsor, CT · Adviser representative · Firm CRD 136300
- Foresters Advisory Services, LLC– · 1 yearEast Hartford, CT · Adviser representative · Firm CRD 164663
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearBloomfield, CT · Adviser representative · Firm CRD 7691
- Park Avenue Securities LLC– · 2 yearsFarmington, CT · Adviser representative · Firm CRD 46173
- New England Securities Corporation– · under a yearWest Hartford, CT · Adviser representative · Firm CRD 615
- Waddell & Reed, Inc.– · under a yearHamden, CT · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Lori Meter is registered as an investment adviser representative in California, since February 2026.
- CaliforniaSince 27 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 February 2026 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 September 2011 |
| Series 7 | General Securities Representative Examination | 19 June 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Lori W Meter
- CRD
- 5907653
- Firm
- Bright Lake Wealth Management · CRD 323513
- Office
- 2220 Douglas Blvd, Suite 150, Roseville, CA 95661
- Registration
- Investment adviser registration
- In the industry since
- September 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- brightlakewealth.com
Where does Lori Meter work?
Lori Meter is an investment adviser representative registered through Bright Lake Wealth Management, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Lori Meter a financial advisor?
Yes. Lori Meter has a current investment-adviser registration in California, through Bright Lake Wealth Management since February 2026.
How many years of experience does Lori Meter have?
Lori Meter has 14 years in the financial industry, since September 2012, across 8 adviser firms.
What exams has Lori Meter passed?
Lori Meter has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in June 2011. FINRA credited Lori Meter with the SIE, which began in October 2018.
Where did Lori Meter work before Bright Lake Wealth Management?
Before Bright Lake Wealth Management, Lori Meter was registered through TLG Advisors, Inc., September 2021 to December 2022; Key Investment Services LLC, March 2019 to April 2021; Foresters Advisory Services, LLC, August 2017 to February 2019; Merrill Lynch, Pierce, Fenner & Smith Incorporated, September 2016 to April 2017; Park Avenue Securities LLC, November 2013 to October 2016; New England Securities Corporation, May 2012 to May 2013; Waddell & Reed, Inc., September 2011 to May 2012.
Where is Lori Meter based?
Lori Meter’s registered office is in Roseville, CA.
Is Lori Meter registered with FINRA?
No. Lori Meter has no current broker registration.
How can I verify Lori Meter’s record?
Search CRD 5907653 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lori Meter’s full registration record.
Theodore ThatcherChief Executive Officer- Matthew GiggeyChief Compliance Officer