Lorri Jefferson (CRD# 7303596) is an Investment Advisor Representative working at Vision Tech Group LLC in Pinehurst, TX and has over 3 years of experience in the finance industry.
CRD# 5776541
Equitable Advisors, LLC
CRD# 4079212
Lpl Financial LLC
CRD# 1492644
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vision Tech Group LLC | Pinehurst, TX | Oct 2020 - Current | 3 |
| Vision Tech Group LLC | Pinehurst, TX | Nov 2019 - Current | 4 |
| Hp Inc. | Houston, TX | May 1995 - Sep 2020 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
- LA
- OK
- TX
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts79ACCOUNTS
-
Average Account Value$144,719
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, OK, TX
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