Lori Martin, financial advisor Lutcher LA
88 score

Lori Martin

CRD Number: 3103668
Current Firm: Lincoln Investment

Lori Martin (CRD# 3103668) is an Investment Advisor Representative working at Lincoln Investment in Lutcher, LA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Sonny Detillier Agency Lutcher, LA Jan 2012 - Current 6
Lincoln Investment Lutcher, LA Aug 2010 - Current 7
Great American Advisors, Inc. Cincinnati, OH Feb 2005 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2016
S65 NASAA Investment Advisors Law Examination Oct 2016
Contact Info for Lori D. Martin
Phone Number: 215-887-8111
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    6,294
    MILLIONS
  • Total Number of Accounts
    109,798
    ACCOUNTS
  • Average Account Value
    $57,320
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
88
Clean Record
This advisor has a clean track record with regulators.

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