Lorrie G Hillard

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/2015 → 01/2018
  Bbtis
  Terre Hill, PA
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  New Holland, PA
• 02/2021 → 03/2022
  Truist Investment Services, Inc.
  Terre Hill, PA
• 02/2021 → 03/2022
  Truist Advisory Services, Inc.
  Atlanta, GA
• 03/2022 → Present
  Lpl Financial Llc
  East Earl, PA
• 03/2022 → Present
  Ephrata National Bank
  East Earl, PA

Previous Registrations

• 2021-02-17 → 2022-03-24
  Truist Advisory Services, Inc.
  Atlanta, GA
  Parkesburg, PA
  Gap, PA
  Terre Hill, PA
  Honey Brook, PA
  New Holland, PA
  Denver, PA
  Terre Hil, PA
• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  New Holland, PA
  Denver, PA
  Terre Hill, PA
  Charlotte, NC
  Allentown, PA
  Rockville, MD
  Richmond, VA
• 2015-11-04 → 2018-01-02
  Bb&T Investment Services, Inc.
  Terre Hill, PA
  Charlotte, NC
  Allentown, PA
  New Holland, PA
  Denver, PA
• 2014-01-21 → 2015-11-03
  Cetera Investment Advisers Llc
  Terre Hill, PA
• 2009-02-26 → 2014-01-21
  Cetera Investment Services Llc
  Terre Hill, PA
  Exton, PA

Other Businesses

1)03/21/2022 - ENB Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams

• S66 Uniform Combined State Law Examination
  2009-02-25