Lori WattCRD Number: 1384309
Current Firm: Investors Advisory Group, LLC
Lori Watt (CRD# 1384309) is an Investment Advisor Representative working at Investors Advisory Group, LLC in Waukesha, WI and has over 32 years of experience in the finance industry. Lori Watt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Lpl Financial, LLC||Waukesha, WI||Mar 2009 - Current||8|
|Investors Advisory Group, Inc.||Waukesha, WI||Mar 2009 - Current||8|
|Church||Oconomowoc, WI||Jul 2004 - Mar 2009||4|
|Raymond James Financial Services, Inc.||Pewaukee, WI||Nov 1988 - Mar 2009||20|
|Investors Advisory Group, Inc.||Pewaukee, WI||Mar 1986 - Mar 2009||23|
|Financial Planning Strategies||Oconomowoc, WI||Jan 1986 - Mar 2009||23|
|Van Eerden & Associates Inc.||Brookfield, WI||Jun 1980 - Mar 2009||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1985|
Total Assets Under Management606MILLIONS
Total Number of Accounts5,600ACCOUNTS
Average Account Value$108,149
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops