Ethan Lohr (CRD# 6463779) is an Investment Advisor Representative working at Commonwealth Financial Network in Madison, VA and has over 8 years of experience in the finance industry. Ethan Lohr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3167598
Edward Jones
CRD# 5121200
Lpl Financial LLC
CRD# 4687224
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Apr 2020 - Current | 4 |
| Lohr & Company, LLC | Madison, VA | Apr 2020 - Current | 4 |
| Mml Investors Services, LLC | Charlottesville, VA | Mar 2015 - Apr 2020 | 5 |
| Massachusetts Mutual Life Insurance Co/lohr & Company, LLC | Charlottesville, VA | Jan 2015 - Apr 2020 | 5 |
| James Madison University | Harrisonburg, VA | Aug 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- VA
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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