Lorie Runge (CRD# 7530801) is an Investment Advisor Representative working at Lpl Financial LLC in Fredonia, NY and has 1 year of experience in the finance industry.
CRD# 5116229
Lpl Financial LLC
CRD# 2583312
Hbks Wealth Advisors
CRD# 5368112
Hbks Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Fredonia, NY | Mar 2022 - Current | 2 |
| Community Bank | Fredonia, NY | Mar 2022 - Current | 2 |
| Krispy Kreme | Charlotte, NC | Feb 2021 - Mar 2022 | 1 |
| Vaco LLC | Charlotte, NC | Sep 2020 - Feb 2021 | < 1 |
| Unemployed | Charlotte, NC | Apr 2020 - Sep 2020 | < 1 |
| Canteen Vending Services A Division Of Compass Group Usa | Charlotte, NC | Mar 2017 - Apr 2020 | 3 |
| Canteen Vending Services A Division Of Compass Group Usa | Charlotte, NC | Aug 2015 - Mar 2017 | 1 |
| Canteen Vending Services A Division Of Compass Group Usa | Charlotte, NC | Aug 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- NY
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
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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