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Lori Kay Mccutcheon

AFV MANAGEMENT ADVISORS LLC·ARGYLE, Texas
Clean recordAFV MANAGEMENT ADVISORS LLC
2126 HAMILTON ROAD, SUITE 260, ARGYLE, TX 76226-2108CRD# 6029295Firm CRD# 306175

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lori Kay Mccutcheon · ARGYLE, TX
Registration
CRD #6029295 · AFV MANAGEMENT ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lori Kay Mccutcheon is a registered financial advisor based in ARGYLE, Texas, affiliated with AFV MANAGEMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
AFV MANAGEMENT ADVISORS LLC
AFV MANAGEMENT ADVISORS LLC
AUM
$296M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at AFV MANAGEMENT ADVISORS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6029295
Firm CRD# 306175
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lori Kay Mccutcheon offer?
Lori Kay Mccutcheon specializes in Retirement Planning. Contact their office in ARGYLE, Texas for a consultation.
What are Lori Kay Mccutcheon's credentials?
Lori Kay Mccutcheon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lori Kay Mccutcheon located?
Lori Kay Mccutcheon is based in ARGYLE, Texas, working with AFV MANAGEMENT ADVISORS LLC. Their office serves clients in the ARGYLE metropolitan area and surrounding communities.
How does Lori Kay Mccutcheon charge for services?
Lori Kay Mccutcheon's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AFV MANAGEMENT ADVISORS LLC?
AFV MANAGEMENT ADVISORS LLC is a registered investment adviser with the SEC, managing $296M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at AFV MANAGEMENT ADVISORS LLC

Peter Anderson
ARGYLE, TX
Tony Aquila
ARGYLE, TX
Jana Bell
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Research
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