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Lori Milner Pointer

Investment Adviser Representative at UNITED BROKERAGE SERVICES INC

Parkersburg, WVCRD #6146047Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
States Registered
22 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 22 states
CaliforniaDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiKentuckyMarylandMassachusettsMontanaNew MexicoNorth CarolinaOhioPennsylvaniaSouth CarolinaSouth DakotaTexasVermontVirginiaWest VirginiaWisconsinWyoming
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/26/2020
Series 63
Uniform Securities Agent State Law Examination
Passed 10/19/2016
Series 7
General Securities Representative Examination
Passed 4/20/2019
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/1/2013
Series 14
Compliance Officer Examination
Passed 1/2/2023
Series 24
General Securities Principal Examination
Passed 7/12/2019

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

United Brokerage Services Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

UNITED BROKERAGE SERVICES INCCurrent
4/2/2021Parkersburg, WV
SECURITY CAPITAL MANAGEMENT
2/4/20213/24/2021Vienna, WV
VALMARK ADVISERS, INC.
10/14/20191/6/2020Marietta, OH

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

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.

Lori Milner Pointer - Financial Advisor in Parkersburg, WV | AdvisorFinder