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Lori Ann Hartman

Roffman Miller Associates Inc.

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About Lori Ann Hartman

Lori Ann Hartman is an Investment Advisor Representative associated with Roffman Miller Associates Inc. Lori has been in the industry since June 2002. Lori is registered as an Investment Advisor Representative with Pennsylvania. Lori specializes in Financial Planning, Portfolio Management for Individuals, and Educational Seminars.

Firm Information

Lori Hartman is currently registered with Roffman Miller Associates Inc.. Roffman Miller Associates Inc. is a registered investment advisor based in Philadelphia, PA, with 12 investment advisor representatives. The firm provides financial planning and portfolio management services to individuals, corporations, and high-net-worth individuals. They also offer educational seminars. Roffman Miller Associates Inc. has approximately $2.48 billion in regulatory assets under management.
Roffman Miller Associates Inc.

1835 MARKET STREET

PHILADELPHIA, PA 19103

$2.48B

Assets Under Management

5

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lori Hartman’s Registration & Firm History

PA

09/19/2005 - Present

Roffman Miller Associates Inc. (PHILADELPHIA PA)

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Licenses & Designations

IA

Issued 09/16/2005

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lori Ann Hartman.
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