Lorrie Greta Hillard is a fee-only and Registered Investment Advisor Representative serving clients' short and long-term investment needs. E. Lorrie is highly experienced in working with high net worth couples and individuals, retirees, those near retirement and also business owners.
- Investment management
- Stock options / trading
- Portfolio Management
- Charitable planning
- Asset allocation (advice only, not execution)
- Indexing / passive investing
- Security selection (advice only, not execution)
- Socially responsible investing
- Retirement planning
- Sudden wealth
- Concentrated / highly appreciated positions
- Approaching retirement
- Retirees
- Widow(er)s
- LBGT households
- Women
- Couples
- Fee Only
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
The Garrett Planning Network is a nationwide community of hourly-based, fee-only financial planners.
| Registration | Dates | Firm Name | CRD# | Branch Location |
|---|---|---|---|---|
| IA | 02/2021 - 03/2022 | TRUIST ADVISORY SERVICES, INC. | 283390 | Terre Hill, PA |
| B | 02/2021 - 03/2022 | TRUIST INVESTMENT SERVICES, INC. | 17499 | Terre Hill, PA |
| B | 01/2018 - 02/2021 | BB&T SECURITIES, LLC | 142785 | Richmond, VA |
| IA | 01/2018 - 02/2021 | BB&T SECURITIES, LLC | 142785 | Richmond, VA |
| B | 11/2015 - 01/2018 | BB&T INVESTMENT SERVICES, INC. | 33856 | Terre Hill, PA |
| IA | 11/2015 - 01/2018 | BB&T INVESTMENT SERVICES, INC. | 33856 | Terre Hill, PA |
| IA | 01/2014 - 11/2015 | CETERA INVESTMENT ADVISERS LLC | 105644 | Terre Hill, PA |
| B | 11/2008 - 11/2015 | CETERA INVESTMENT SERVICES LLC | 15340 | Terre Hill, PA |
| IA | 02/2009 - 01/2014 | CETERA INVESTMENT SERVICES LLC | 15340 | Terre Hill, PA |
| Exam Category | Exam Name | Date |
|---|---|---|
| B | Securities Industry Essentials Examination (SIE) | 10/01/2018 |
| B | General Securities Representative Examination (Series 7) | 11/10/2008 |
| B | IA Uniform Combined State Law Examination (Series 66) | 02/25/2009 |
Lorrie Greta Hillard is a financial planner and Investment Advisor
Representative (IAR) with over two decades of experience in
the finance industry.
-
Total Assets Under Management857MILLIONS
-
Total Number of Accounts1,159ACCOUNTS
-
Average Account Value$ 882,320
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AR,CT,IN,LA,NY,OK,TX,VA
About Advisory Insider Search
Advisory Insider Search was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Advisory Insider Search is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Advisory Insider Search
Historically finding and hiring a financial advisor was hard. Advisory Insider Search was built to make the process much easier.
The best way to use Advisory Insider Search is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Advisory Insider Search then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.