LA
Lori Ann Watt
CRD 1384309
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Iag Wealth Partners, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Iag Wealth Partners, Llc
President And Treasurer · 25% – 50% · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗