E Lori Smith (CRD# 2755699) is an Investment Advisor Representative working at Lpl Financial LLC in Orwigsburg, PA and has over 27 years of experience in the finance industry. E Lori Smith 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# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6161273
Edward Jones
CRD# 1287344
Cadaret Grant & Co Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Orwigsburg, PA | Jul 2021 - Current | 2 |
| St. Joseph Center For Special Learning | Pottsville, PA | Mar 2018 - Jul 2021 | 3 |
| Lehigh Valley Health Network-schuylkill | Pottsville, PA | Sep 2016 - Jul 2021 | 4 |
| El & Tb Smith, Inc. | Pottsville, PA | Jan 2006 - Jul 2021 | 15 |
| Real Estate | Orwigsburg, PA | Jun 2003 - Jul 2021 | 18 |
| Various Insurance Carriers For W & R Insurance Agencies | Pottsville, PA | Dec 2000 - Jul 2021 | 20 |
| Waddell & Reed Inc. | Pottsville, PA | Nov 2000 - Jul 2021 | 20 |
| Heritage Ford | Orwigsburg, PA | Jul 2007 - Mar 2018 | 10 |
| Schuylkill Medical Center | Pottsville, PA | Jun 2013 - Sep 2016 | 3 |
| Schuylkill Medical Center | Pottsville, PA | Jun 2012 - Sep 2016 | 4 |
| Schuylkill Medicall Center | Pottsville, PA | Jun 2012 - Sep 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
- 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
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