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Lorna Gessner

32 Years of Experience
Hummel'S Wharf, PA
1 DisclosureBrokerSells Insurance

Lorna Gessner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hummel'S Wharf, PA, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1255 North Susquehanna Trail, Hummel'S Wharf, PA, 17831

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2002
Settled
Other Business ActivitiesSells Insurance

Lorna owns Bucktail Farm and works as an associate/employee at Fulton Bank as an Investment Advisor. She is also an officer at Fulton Financial Advisors and an agent at Specific Solutions selling life insurance, dedicating minimal time to the insurance sales.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2016 - Present · 10 yrs 3 mos
Raymond James Financial Services, INC.Broker
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
M&t Securities, INC.Broker
October 2000 - December 2014 · 14 yrs 2 mos
Keystone Brokerage, LLCBroker
December 1996 - October 2000 · 3 yrs 10 mos
Keystone Brokerage, INC.Broker
November 1996 - December 1996 · 1 mo
Laughlin Group Advisors, INC.Broker
April 1994 - November 1996 · 2 yrs 7 mos
Spectrum Securities CorporationBroker
September 1993 - April 1994 · 7 mos
State Registrations10 states
COFLMDMIMSNCNMNYPAVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Lorna Gessner - Financial Advisor | TrueAdvisor