Jeffrey Lott, financial advisor Lansing MI
89 score

Jeffrey Lott

CRD Number: 6042089
Current Firm: Principal Securities, Inc.

Jeffrey Lott (CRD# 6042089) is an Investment Advisor Representative working at Principal Securities, Inc. in Lansing, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
The Centennial Group Lansing, MI Jun 2015 - Current 1
Principal Life Ins Co Lansing, MI Oct 2013 - Current 3
Princor Financial Services Corp Lansing, MI Oct 2013 - Current 3
Cherry Home Orchards Northport, MI Jun 2009 - Current 7
Unemployed Lansing, MI Aug 2013 - Oct 2013 < 1
Cherry Home Orchards Northport, MI Jul 2013 - Aug 2013 < 1
Unemployed Lansing, MI May 2013 - Jul 2013 < 1
Central Michigan Univ Mount Pleasant, MI Aug 2012 - May 2013 < 1
Northwestern Mutual Traverse City, MI May 2012 - May 2013 1
Central Michigan Univ Mount Pleasant, MI Aug 2011 - May 2012 < 1
Cherry Home Orchards Northport, MI Jul 2011 - Aug 2011 < 1
Happy Hour Tavern Northport, MI May 2011 - Jul 2011 < 1
Central Michigan Univ Mount Pleasant, MI Aug 2009 - May 2011 1
Suttons Bay Public School Suttons Bay, MI Sep 2003 - Jun 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Jeffrey D. Lott
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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