Unclaimed Profile

Lori Diana Mills

ASSET CONSULTING GROUP, LLC·CLAYTON, Missouri

Series 65Clean record24 years registeredASSET CONSULTING GROUP, LLC

231 SOUTH BEMISTON AVENUE, CLAYTON, MO 63105CRD# 4421419Firm CRD# 107574

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lori Diana Mills · CLAYTON, MO

Registration

CRD #4421419 · ASSET CONSULTING GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ASSET CONSULTING GROUP, LLC

ASSET CONSULTING GROUP, LLC

Mar 2004 – Oct 2019

ST. LOUIS, MO

CAPITAL ADVISORY GROUP

Oct 2001 – Jan 2004

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 17, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASSET CONSULTING GROUP, LLC

CRD 107574 · SEC 801-39372

AUM

$782M

Regulatory assets under management

Employees

21 client accounts

Services offered by ASSET CONSULTING GROUP, LLC

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

View all advisors at ASSET CONSULTING GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Lori Diana Mills offer?

Lori Diana Mills specializes in Wealth Management.

What are Lori Diana Mills's credentials?

Lori Diana Mills is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lori Diana Mills located?

Lori Diana Mills is based in CLAYTON, Missouri, last registered with ASSET CONSULTING GROUP, LLC.

How does Lori Diana Mills charge for services?

Lori Diana Mills's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASSET CONSULTING GROUP, LLC?

ASSET CONSULTING GROUP, LLC has approximately 46 employees and manages $782M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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