Lorrie Hillard (CRD# 5596091) is an Investment Advisor Representative working at Lpl Financial LLC in East Earl, PA and has over 15 years of experience in the finance industry.
CRD# 6237585
Edward Jones
CRD# 2629855
Investment Management & Planning LLC
CRD# 5732138
Great Valley Advisor Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | East Earl, PA | Mar 2022 - Current | 2 |
| Ephrata National Bank | East Earl, PA | Mar 2022 - Current | 2 |
| Truist Investment Services, Inc. | Terre Hill, PA | Feb 2021 - Mar 2022 | 1 |
| Truist Advisory Services, Inc. | Atlanta, GA | Feb 2021 - Mar 2022 | 1 |
| Bb&t Securities, LLC | New Holland, PA | Jan 2018 - Feb 2021 | 3 |
| Bbtis | Terre Hill, PA | Nov 2015 - Jan 2018 | 2 |
| Cetera Investment Advisers LLC | Terre Hill, PA | Jan 2014 - Nov 2015 | 1 |
| Cetera Investment Services LLC | St. Cloud, MN | Sep 2008 - Nov 2015 | 7 |
| Susquehanna Bank | Blue Ball, PA | Apr 1997 - Nov 2015 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2009 |
- PA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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