LH
LH

Lorrie Hillard

17 Years of Experience
East Earl, PA
Broker

Lorrie Hillard is a registered investment advisor at LPL Financial LLC, based in East Earl, PA, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

110 Marble Avenue, East Earl, PA, 17519

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Lorrie operates ENB Investment Services as a DBA for her LPL business. This activity is investment-related and occurs at her reported business location.

Employment History
Current Registrations
LPL Financial LLC
March 2022 - Present · 4 yrs 2 mos
LPL Financial LLCBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Truist Investment Services, INC.Broker
February 2021 - March 2022 · 1 yr 1 mo
Truist Advisory Services, INC.
February 2021 - March 2022 · 1 yr 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.Broker
November 2015 - January 2018 · 2 yrs 2 mos
Bb&t Investment Services, INC.
November 2015 - January 2018 · 2 yrs 2 mos
Cetera Investment Advisers LLC
January 2014 - November 2015 · 1 yr 10 mos
Cetera Investment Services LLC
February 2009 - January 2014 · 4 yrs 11 mos
Cetera Investment Services LLCBroker
November 2008 - November 2015 · 7 yrs
State Registrations14 states
CTDEFLMAMDNCNJNYOHPASCVAWAWV
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.