Heather Trinh Lore

Employer firm

Hightower Advisors, LLC CRD 145323

$199B regulatory AUM 500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2007 → 02/2017
  Ubs Financial Services Inc
  Century City, CA
• 03/2008 → Present
  Ardmore 705 Club
  Hermosa Beach, CA
• 02/2017 → Present
  Hightower Securities, Llc
  Greenwood Village, CO
• 02/2017 → Present
  Hightower Advisors, Llc
  Greenwood Village, CO

Previous Registrations

• 2008-10-14 → 2017-02-27
  Ubs Financial Services Inc.
  Los Angeles, CA
  Denver, CO

Other Businesses

ARDMORE 705 PIER AVENUE HERMOSA BEACH, CA NON INVESTMENT RELATED THIS BUSINESS IS A RESTAURANT WAITRESS MARCH 2008 20 HOURS A MONTH ZERO HOURS DURING SECURITIES TRADING HOURS IT IS A PART TIME JOB ON THE WEEKENDS AND I SERVE TABLES FOR DINNER

Exams

• S66 Uniform Combined State Law Examination
  2008-10-11

Other Names

• Heather Nguyen