Lori Hatcher Bishop

Employer firm

Alliance Wealth Management Partners LLC CRD 313195

$272M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 06/2015 → 06/2017
  Lpl Financial Llc
  Maryville, TN
• 06/2017 → 03/2022
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2017 → 12/2021
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 08/2021 → Present
  Alliance Wealth Management Partners Llc
  Alcoa, TN

Previous Registrations

• 2017-06-02 → 2021-12-31
  Cambridge Investment Research Advisors, Inc.
  Knoxville, TN
  Alc, TN
• 2015-06-25 → 2017-06-12
  Lpl Financial Llc
  Maryville, TN

Other Businesses

1) EMERALD COACHING COMPANY,2102 CHPPENDALES DR, MARYVILLE, TN, 1/2017 AS OWNERS PROVIDING LIFE COACHING SERVICES TO INDIVIDUALS. NIR - 3/WK - 1.5/TRADING. 2) LORI BISHOP DESIGNS, 2102 CHIPPENDALE DR., MARYVILLE, TN, 1/01/2003 AS OWNER - DESIGN & ART. NIR- 0 HRS. 3) ROSLYN CARTER INSTITUTE FOR CAREGIVING, 800 GEORGIA SOUTHERN STATE UNIVERSITY DR, AMERICUS, GA, 4/2018 AS TRAINER SPEAKING TO FAMILY CAREGIVERS. NIR - 24/YR - 0/TRADING. 4) CAREGIVER SUPERHERO SOCIETY, 21045 CHIPPENDALE DRIVE, MARYVILLE, TN, BOARD EXECUTIVE DIRECTOR, 12/14/20, NIR, 12 HR/MO- 0/TRADING HRS. 5) INSTACARD, 50 BEAL STREET #600, SAN FRANCISCO, CA, SHOPPING SERVICES, 02/03/21, NIR, 8 HR/WK- 0/TRADING HR. 6) WEEKEND THERAPY, OWNER, 2104 CHIPPENDALE DRIVE, MARYVILLE, TN. 08/01/2021. 2 HR/MONTH, 0 TRADING HR/MONTH. RENTING OUT THEIR RV WHEN NOT IN USE.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-04-07

Designations

• Certified Financial Planner

Other Names

• Lori Ann Hatcher
• Lori Hatcher Naylor
• Lori Hatcher Naylor