Lori A Watt, CFP

Overview

Lori A Watt is an insurance agent, a registered representative and an investment adviser representative based in Waukesha, WI, with 41 years in the industry.

Years in the industry

41

States licensed

12

States registered

28

Carrier appointments

28

Contact

3 business emails and 3 phone numbers on file

Registrations and licenses

• Licensed in 12 states
• Registered in 28 states

• Life Agent Individual
• Producer
• Series 24
• Series 31
• Series 63
• Series 7
• SIE

4 lines of authority, with every state and its dates

Firms

• Lpl Financial LLCCurrent firm
• Iag Wealth Partners, LLCCurrent firm

Employment history since 1985

Carriers

28 active carrier appointments

Book and practice

Firm assets under management on file