Lorne Hatchard (CRD# 6164062) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Huntington Beach, CA and has over 4 years of experience in the finance industry.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Score
107
CRD# 4504995
Jst Investment Consulting
Score
105
CRD# 6556257
Rs Crum Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Huntington Beach, CA | Oct 2016 - Current | 1 |
| City National Securities | Beverly Hills, CA | Apr 2016 - Sep 2016 | < 1 |
| Bank Of America, N.a. | El Segundo, CA | Aug 2014 - Apr 2016 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | El Segundo, CA | Jul 2010 - Mar 2016 | 5 |
| Power Force Energy | Los Angeles, CA | Jan 2009 - Jul 2010 | 1 |
| International Funding Corporate | Los Angeles, CA | Jan 2006 - Jan 2009 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- CA
- TX
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Total Assets Under Management81,562MILLIONS
-
Total Number of Accounts376,424ACCOUNTS
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Average Account Value$216,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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