JEFFREY DONALD LOTT is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with MARION WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MARION WEALTH MANAGEMENT, LLC | 2021-09-07 | present | Yes |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2018-09-14 | 2022-04-19 | — |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 2017-04-21 | 2018-09-17 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2007-07-20 | 2017-04-21 | — |
| FERRIS, BAKER WATTS, LLC | 2002-11-21 | 2007-08-02 | — |