Lori H. Bishop

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

Alcoa, TN 37701

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CRD#: 1384376

Professional summary

Lori Hatcher Bishop, CFP®, who also goes by Lori Ann Hatcher, Lori Hatcher Naylor, is a registered financial advisor currently at ALLIANCE WEALTH MANAGEMENT PARTNERS LLC located in Alcoa, Tennessee.

Lori is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Lori has worked at 14 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lori Ann Hatcher | Lori Hatcher Naylor

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lori Hatcher Bishop's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1988

Experience

Current

August 18, 2021 - Present

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

Office #1: 422 Marilyn Lane, Alcoa, TN 37701

RIA

CRD#: 313195

Alcoa, TN

Past

June 2, 2017 - December 31, 2021

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Knoxville, TN

Past

June 2, 2017 - April 13, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

KNOXVILLE, TN

Past

June 25, 2015 - June 12, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

MARYVILLE, TN

Past

June 25, 2015 - June 12, 2017

LPL FINANCIAL LLC

CRD#: 6413

MARYVILLE, TN

Past

August 6, 2009 - September 26, 2013

LPL FINANCIAL LLC

CRD#: 6413

HENDERSONVILLE, TN

Past

May 21, 2003 - April 6, 2009

FIRST HORIZON ADVISORS, INC.

CRD#: 17117

MEMPHIS, TN

Past

June 26, 2002 - April 10, 2003

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

October 20, 1999 - May 6, 2002

FIRST HORIZON ADVISORS, INC.

CRD#: 17117

MEMPHIS, TN

Past

December 17, 1997 - October 28, 1999

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

October 19, 1994 - December 18, 1997

INVESTORS CAPITAL CORP.

CRD#: 30613

LYNNFIELD, MA

Past

February 12, 1992 - September 27, 1994

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

LINCOLN, NE

Past

March 26, 1990 - December 31, 1991

BUCKHEAD FINANCIAL CORPORATION

CRD#: 18398

Past

June 18, 1989 - March 29, 1990

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

March 30, 1989 - June 18, 1989

SOUTHMARK FINANCIAL SERVICES, INC.

CRD#: 6518

Past

February 16, 1988 - August 23, 1988

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

May 2, 1986 - January 7, 1988

ASSET PLANNING CORPORATION

CRD#: 7890

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC | WETHERALL FINANCIAL SERVICES | SOUTHEAST COMPLETE WEALTH MANAGEMENT | CORE BENEFITS & INVESTMENTS | BOWATER WEALTH MANAGEMENT

CRD#: 313195 / SEC#: 801-121597

RIA

Registered Investment Advisory firm - (6/25/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(8/18/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/7/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/15/1986

General Securities Representative Examination

Current Firm

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC | WETHERALL FINANCIAL SERVICES | SOUTHEAST COMPLETE WEALTH MANAGEMENT | CORE BENEFITS & INVESTMENTS | BOWATER WEALTH MANAGEMENT

CRD#: 313195 / SEC#: 801-121597

RIA

Registered Investment Advisory firm - (6/25/2021 Approved)

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Contact information

Main Address

1111 N. Northshore Drive Ste P-270, Knoxville, TN 37919

Mailing Address

Phone number

(865) 862-5956

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALLIANCE WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2/27/2025)

Regulatory assets under management

Total Number of Accounts	1,310
AUM (Assets Under Management)	$ 234,634,130

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Lori H. Bishop

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lori Hatcher Bishop's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

FIRST HORIZON ADVISORS, INC.

TRUIST INVESTMENT SERVICES, INC.

FIRST HORIZON ADVISORS, INC.

INVEST FINANCIAL CORPORATION

INVESTORS CAPITAL CORP.

AMERITAS INVESTMENT COMPANY, LLC

BUCKHEAD FINANCIAL CORPORATION

SUNAMERICA SECURITIES, INC.

SOUTHMARK FINANCIAL SERVICES, INC.

PRUCO SECURITIES, LLC.

ASSET PLANNING CORPORATION

Primary Firm SEC Registration

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/7/1986

SIE

Date: 10/1/2018

Series 7

Date: 3/15/1986

Current Firm

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

TRUST BUT VERIFY

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