Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Dugger is an investment advisor representative with U.s. Bancorp Investments, Inc. in Warrensburg, Missouri. Lori has been in the industry since 2007. Lori is a registered investment advisor in Missouri and has a Series 6, 7, 26, 63 and 65 licenses. Lori's firm provides financial planning, publication of periodicals, and selection of other advisors. The firm serves individuals, corporations and other businesses, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MO
03/04/2024 - Present
U.s. Bancorp Investments, Inc. (Jefferson City MO)
MO
11/06/2020 - 03/05/2024
MML INVESTORS SERVICES, LLC (Kansas City MO)
MO
02/06/2019 - 09/30/2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (KANSAS CITY MO)
KS
03/31/2017 - 01/23/2019
COUNTRY CAPITAL MANAGEMENT COMPANY (Overland Park KS)
MO
06/13/2013 - 07/12/2016
BANCWEST INVESTMENT SERVICES, INC. (KANSAS CITY MO)
MO
01/28/2011 - 06/14/2013
MML INVESTORS SERVICES, LLC (KANSAS CITY MO)
MO
06/09/2006 - 01/21/2010
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (KANSAS CITY MO)
IA
Issued 05/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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