Lorna Sue Gessner

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2015 → Present
  Fulton Financial Corporation
  Hummels Wharf, PA
• 01/2015 → Present
  Raymond James Financial Services, Inc
  Hummel'S Wharf, PA
• 02/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Hummel'S Wharf, PA
• 01/2014 → Present
  West Perry Township
  Richfield, PA
• 10/2019 → Present
  Fulton Financial Advisors
  Hummels Wharf, PA
• 01/2015 → Present
  Fulton Bank
  Hummels Wharf, PA

Other Businesses

(1)Name of Business: Bucktail Farm Address: 2266 Mountain Rd., Richfield, PA, 17086, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/1987 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Farming (2)Name of Business: Fulton Financial Advisors Address: 1255 N Susquehanna Trl, Hummels Wharf, PA, 17831, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 10/31/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial product Sales

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-09
• S63 Uniform Securities Agent State Law Examination
  1993-11-26

Other Names

• Lorna Aucker