Francis Joseph Lorine

Employer firm

Bryn Mawr Trust Advisors, LLC CRD 285359

$3.51B regulatory AUM 334 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• SUB-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

• 01/2013 → 08/2023
  Global Atlantic Distributors, Llc
  Berwyn, PA
• 01/2014 → 08/2023
  Global Atlantic Financial Company
  Berwyn, PA
• 08/2023 → 11/2023
  Commonwealth Financial Network
  Waltham, MA
• 11/2023 → 08/2025
  Commonwealth Financial Network
  Waltham, MA
• 08/2025 → Present
  Bryn Mawr Trust Advisors, Llc
  Philadelphia, PA

Previous Registrations

• 2023-11-01 → 2025-07-28
  Commonwealth Financial Network
  Blue Bell, PA

Other Businesses

1. Fixed insurance sales which are conducted less than 5%-10% of time spent during business hours. 2. Driver, Uber; Located in Malvern, PA, as of 10/25/2024; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 3. Write and Sell Children's books that I write - sold online (currently only Amazon and only one book written) Not conducted during business hours or at a branch. Material is not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-31
• S63 Uniform Securities Agent State Law Examination
  2010-11-05

Other Names

• Francis Lorine
• Francis Joseph Lorine
• Francis Joseph Lorine