Lottie Barcus (CRD# 2828283) is an Investment Advisor Representative working at Mml Investors Services, LLC in Greencastle, IN and has over 24 years of experience in the finance industry.
CRD# 5181757
Afp Group, LLC
CRD# 4737760
Edward Jones
CRD# 4675137
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services | Greencastle, IN | Mar 2017 - Current | 7 |
| Massachusetts Mutual Life Insurance Company | Greencastle, IN | Jul 2016 - Current | 7 |
| Metlife Securities Inc. | Indianapolis, IN | Sep 1999 - Mar 2017 | 17 |
| Metropolitan Life Ins Co | Indianapolis, IN | Sep 1999 - Mar 2017 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1999 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2011 |
- IN
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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