Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Detillier Martin is an experienced financial professional with over 23 years in the industry. Lori has a strong background in both securities and insurance, having worked with various firms, including Great American Advisors, PMG Securities Corporation, Investors Brokerage Services, Inc., Lincoln Investment, and Capital Analysts. Lori is licensed to provide investment advice in several states including Louisiana, Florida, Kentucky, Mississippi, Texas, and Virginia. Lori currently serves as a Registered Representative with Lincoln Investment and Capital Analysts. Lori specializes in providing financial planning services, portfolio management, and selection of other advisors to individuals, families, businesses, and non-profit organizations. Lori is committed to helping clients reach their financial goals through personalized financial solutions.
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.
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.
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2
LA
08/02/2010 - Present
Lincoln Investment (LUTCHER LA)
LA
02/15/2005 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (LUTCHER LA)
IL
08/01/2000 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
IL
08/26/1998 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BC
Issued 11/28/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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