Lori Milner Pointer
Investment adviser representative at United Brokerage Services Inc
10 yearsExperience
8 statesRegistered in
$372.3MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- United Brokerage Services, Inc.Mar 2021 to now
- Hazlett, Burt & Watson, Inc.Jan 2020 to Mar 2021
- Schwendeman Agency IncSep 2019 to Dec 2019
- Wesbanco Securities, Inc.Mar 2016 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 8 states (DC, MD, NC, OH, PA, SC, VA, WV).
United Brokerage Services Inc
Legal name: United Brokerage Services, Inc
$372.3MAssets managed
1,390Clients
57Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6146047
- Firm CRD
- 39062