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Est. 2026The front page of wealth managementNew York

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Adviser and broker representative · Independent Financial Partners

Donald A. Lozier

CRD 5376391 · West Jefferson, OH

At a glance

Donald A. Lozier is an investment adviser representative with Independent Financial Partners in West Jefferson, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Donald’s SEC record dates to 2007, about 19 years ago. Donald is also registered as a broker representative.

Current advisory firm

SEC adviser record

Registered since
2007 (19 years)
Designations
None on file
Exams
Series 63, Series 65
Registered in
1 state
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Donald’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
4 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

More at Independent Financial Partners

Every advisor at Independent Financial Partners →Independent Financial Partners: assets, clients and custodians →Financial advisors in West Jefferson, OH →Advisor Moves: who changed firms this week →