LPL Financial
41yrs
Top advisor by experience in Parkersburg
10yrs
Lori Pointer is a fiduciary financial advisor in Parkersburg, West Virginia, with 10 years in the industry. After less than a year at Security Capital Management and less than a year at Valmark Advisers, Lori joined United Brokerage Services in 2021, a firm offering investment management. The firm is paid through a percentage of assets.
One of 39 advisors with offices in Parkersburg, and one of 36 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office514 Market Street, Parkersburg, WV 26101
How the firm is paid ?Percent of assets
Typical client at the firm ?$254,269
Advisors at the firm57
States licensed ?1 state
Services through United Brokerage Services
Investment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowUnited Brokerage Services, Inc.Current firm
- Feb 2021 – Mar 2021Hazlett, Burt & Watson, Inc.Previously
- Oct 2019 – Jan 2020Valmark Advisers, Inc.Previously
Contact Lori
(888) 424-6158United Brokerage Services main office 514 Market StreetParkersburg, WV 26101Office · Get directions Firm websiteHTTP://WWW.UNITED-BROKERAGE.COM
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Questions to ask Lori
Tailored to Lori’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Lori
How do I contact Lori?
Call United Brokerage Services at (888) 424-6158 and ask for Lori Pointer. Lori works from the Parkersburg, WV office.
How long has Lori been a financial advisor?
Lori has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Lori hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Lori a fiduciary?
Lori is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lori paid?
United Brokerage Services reports being paid by a percentage of the assets they manage. Ask Lori for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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