Lori Detillier Taylor

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 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

• 02/2005 → 01/2026
  Great American Advisors, Inc.
  Cincinnati, OH
• 08/2010 → 01/2026
  Lincoln Investment
  Lutcher, LA
• 01/2012 → 01/2026
  Sonny Detillier Agency
  Lutcher, LA
• 01/2026 → Present
  Newedge Securities Llc
  Pittsburgh, PA
• 01/2026 → Present
  Newedge Advisors
  New Orleans, LA

Previous Registrations

• 2010-08-02 → 2026-01-27
  Lincoln Investment
  Lutcher, LA
  Cincinnati, OH
  Fort Washington, PA
• 2015-07-30 → 2026-01-27
  Capital Analysts
  Lutcher, LA
• 2005-04-14 → 2010-08-02
  Mm Ascend Life Investor Services, Llc
  Cincinnati, OH
  Cincinnati, OH
  Lutcher, LA

Other Businesses

LORI D. MARTIN POSITION: INSURANCE AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 20 START DATE: 07/01/2014 ADDRESS: 10900 HWY. 3125, SUITE A, LUTCHER LA 70071 DESCRIPTION: SELL AND SERVICE INSURANCE CONTRACTS (DISABILITY, CANCER, HEALTH, LIFE) SONNY DETILLIER AGENCY POSITION: OFFICE MANAGER NATURE: OFFICE MANAGER INVESTMENT RELATED: YES NUMBER OF HOURS: 40 INVESTMENT RELATED HOURS: 40 START DATE: 01/02/2012 ADDRESS: 10900 HWY. 3125, SUITE A, LUTCHER LA 70071 DESCRIPTION: CLERICAL WORK ACCOUNTING; CUSTOMER SERVICE DETILLIER FINANCIAL ADVISORS LLC POSITION: MEMBER NATURE: LLC INVESTMENT RELATED: YES NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 07/01/2014 ADDRESS: 10900 HWY. 3125, SUITE A, LUTCHER LA 70071 DESCRIPTION: MEMBER DETILLIER PLEX LLC POSITION: Property manager NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/03/2022 ADDRESS: 10900 Hwy. 3125, Suite A, Lutcher LA 70071, United States DESCRIPTION: Collect rents, pay bills, maintain accounting records, maintain bank account LORI D MARTIN POSITION: Insurance Agent NATURE: Fixed Annuity Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/03/2022 ADDRESS: 10900 Hwy. 3125, Suite A, Lutcher LA 70071, United States DESCRIPTION: Help clients invest in fixed annuities when they choose not to invest in the market. Shop interest rates

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-11-28
• S65 Uniform Investment Adviser Law Examination
  2016-10-27

Other Names

• Lori Detillier Martin