Lori Slaughter Email & Phone Number
Financial Advisor @ Millennial Wealth Management
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Lori Slaughter Location
- Amarillo, Texas, United States
Lori Slaughter Work
- Financial Advisor @ (January 2026 - Present)
- Branch Auditor, Compliance @ Edward Jones, Branch Audit (March 2020 - March 2025)
- Branch Auditor @ (March 2020 - March 2025)
- Sr. Branch Office Administrator, Amarillo, TX @ (March 2005 - March 2020)
- Sr. Branch Office Administrator, Canyon, TX @ (March 1995 - February 2005)
- Educational Director @ Focus 21 International/Herzfeld's Beauty Supply (January 1990 - February 1994)
Lori Slaughter Skills
- Administrative Assistance
- Advertising
- Attention to Detail
- Auditing
- Broker-Dealer Compliance
- Brokerage
- Calendaring
- Client Correspondence
- Client Services
- Communication
- Compliance Regulations
- Confidentiality
- Customer Service
- Customer Service Management
- Data Entry
- FINRA
- Financial Goals
- Financial Services
- Insurance
- Interpersonal Communication
- Interpersonal Skills
- Investment Advisor Compliance
- Microsoft Office
- Office Operations
- Office Procedures
- Office Support
- Organization Skills
- Outlook Calendar
- Phone Etiquette
- Presentations
- Problem Solving
- Receptionist Duties
- Regulatory Compliance
- Relationship Building
- Securities
- Series 24
- Teamwork
- Time Management
- Travel Arrangements
Lori Slaughter Summary
- Lori Slaughter, based in Amarillo, Texas, United States, is currently a Financial Advisor at Millennial Wealth Management. Lori Slaughter brings experience from previous roles at Edward Jones, Branch Audit and Edward Jones. With a robust skill set that includes Administrative Assistance, Advertising, Attention to Detail, Auditing, Broker-Dealer Compliance and more. Lori Slaughter has 2 emails and 1 mobile phone numbers on RocketReach.
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