Lori Bogatz, financial advisor La Vista NE
93 score

Lori Bogatz

CRD Number: 3040406
Current Firm: Securities America Advisors, Inc.

Lori Bogatz (CRD# 3040406) is an Investment Advisor Representative working at Securities America Advisors, Inc. in La Vista, NE and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Arbor Point Advisors La Vista, NE Oct 2012 - Current 4
Securities America Advisor, Inc. La Vista, NE Aug 2009 - Current 7
Bogatz Heating And Air Conditioning Omaha, NE Jul 2002 - Current 14
Securities America, Inc. Omaha, NE Dec 1997 - Current 19
Everbank Lavista, NE Dec 1997 - Current 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2009
Contact Info for Lori R. Bogatz
Phone Number: 402-399-9111
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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