Lorna Gessner, financial advisor Hummels Wharf PA

Lorna Gessner

CRD Number: 2383203
Current Firm: Raymond James Financial Services Advisors, Inc.

Lorna Gessner (CRD# 2383203) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hummels Wharf, PA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Fulton Financial Advisors Hummels Wharf, PA Oct 2019 - Current 4
Raymond James Financial Services Advisors Inc. Hummel's Wharf, PA Feb 2016 - Current 8
Specific Solutions Hummel's Wharf, PA Feb 2016 - Current 8
Fulton Financial Corporation Hummels Wharf, PA Jan 2015 - Current 9
Fulton Bank Hummels Wharf, PA Jan 2015 - Current 9
Fulton Bank Hummels Wharf, PA Jan 2015 - Current 9
Raymond James Financial Services, Inc. Hummel's Wharf, PA Jan 2015 - Current 9
West Perry Township Richfield, PA Jan 2014 - Current 10
M&t Securities, Inc. Selinsgrove, PA Oct 2000 - Jan 2015 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
S65 NASAA Investment Advisors Law Examination Sep 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Lorna S. Gessner
Phone Number: 727-567-3020
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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