Lori Lee Slaughter
Professional Summary
Lori Lee Slaughter, who also goes by Lori Lee Jackson, Lori Lee Weber, is a registered financial advisor currently at MILLENNIAL WEALTH MANAGEMENT, LLC located in Amarillo, Texas. Lori is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Lori has worked at 2 firms and has passed the Series 66, SIE, Series 7, Series 9, Series 10 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Lori Lee Jackson, Lori Lee Weber
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
MILLENNIAL WEALTH MANAGEMENT, LLC
Contact Information
Main Address
2095 W. 6th Avenue Suite 112, Broomfield, CO 80020Phone Number
(303) 578-8535# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
165AUM (Assets Under Management)
$36,012,614Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(2/2/2026)
(2/2/2026)
(2/1/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed Sep 2020About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Aug 2020About the Series 10 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Lori Lee Slaughter's CRS (Customer Relationship Summary).
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