Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Ann Burton is a financial advisor with over 30 years of experience in the industry. Lori currently works for Robert W. Baird & Co. Inc., and prior to this, she worked at J.J.B. HILLIARD, W.L. LYONS, LLC. Lori is a registered representative with FINRA and holds Series 63, SIE and Series 7 licenses. Lori is registered to provide investment advice in 39 states, including Indiana, Florida and Alabama. Lori works with a variety of clients, including individuals, families, businesses and institutions. Lori is dedicated to helping clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
IN
10/18/2019 - Present
Robert W. Baird & Co. Inc. (COLUMBUS IN)
IN
06/29/1992 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (COLUMBUS IN)
BC
Issued 07/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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