Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorrie? Claim Your ProfileLorrie Hillard has been in the financial services industry since November 2008. Lorrie is currently registered with LPL Financial LLC and is licensed to provide investment advice in Pennsylvania. Lorrie has previously been registered with TRUIST INVESTMENT SERVICES, INC., BB&T SECURITIES, LLC, BB&T INVESTMENT SERVICES, INC., and CETERA INVESTMENT SERVICES LLC. Lorrie has a Series 66 license, as well as Series 7 and SIE licenses. Lorrie's areas of specialization include Financial Planning, Portfolio Management for Individuals and Businesses, and Pension Consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/21/2022 - Present
LPL Financial LLC (EAST EARL PA)
PA
02/17/2021 - 03/24/2022
TRUIST INVESTMENT SERVICES, INC. (TERRE HILL PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
11/04/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (TERRE HILL PA)
PA
11/11/2008 - 11/03/2015
CETERA INVESTMENT SERVICES LLC (TERRE HILL PA)
BOTH
Issued 02/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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