Lori Milner Pointer
Investment Adviser Representative at United Brokerage Services Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lori Milner Pointer is an investment adviser representative with United Brokerage Services Inc in Parkersburg, WV, where they have been registered since 2021. They have worked in the securities industry since 2014 and have been registered with 3 firms, including Security Capital Management and Valmark Advisers, Inc. They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in District of Columbia, Maryland, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, and West Virginia.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- District of Columbia, Maryland, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, West Virginia
- Broker:
22 states and territories
California, Delaware, District of Columbia, Florida, Georgia, Hawaii, Kentucky, Maryland, Massachusetts, Montana, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Texas, Vermont, Virginia, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- WesBanco Securities, Inc.Mar 2016 – Sep 2019Parkersburg, WV
- Schwendeman Agency IncSep 2019 – Dec 2019Marietta, OH
- Hazlett, Burt & Watson, Inc.Jan 2020 – Mar 2021Vienna, WV
- United Brokerage Services, Inc.Mar 2021 – no end date reportedParkersburg, WV
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About United Brokerage Services Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, retirement planning, personalized investment guidance, small business lending (including commercial real estate loans and lines of credit), and online and mobile banking options.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 57
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Parkersburg, WV
- SEC file number:
- 801-80804
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 10, 2026
View full firm profileOther advisors at United Brokerage Services Inc
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lori Milner Pointer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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