Lorrie HillardCRD Number: 5596091
Current Firm: Bb&t Investment Services, Inc.
Lorrie Hillard (CRD# 5596091) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Charlotte, NC and has over 8 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Bbtis||Terre Hill, PA||Nov 2015 - Current||1|
|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|
Total Assets Under Management743MILLIONS
Total Number of Accounts3,725ACCOUNTS
Average Account Value$199,416
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WV