JH
Janet L. Hill
ORION PORTFOLIO SOLUTIONS
Omaha, NE 68130
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CRD#: 2478513
JH
Professional summary
Janet Lynn Hill, who also goes by Janet Lynn Thompson, is a registered financial advisor currently at ORION PORTFOLIO SOLUTIONS, LLC located in Omaha, Nebraska and BRINKER CAPITAL SECURITIES, LLC located in Berwyn, Pennsylvania.
Janet is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Janet has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Janet Lynn Thompson
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.
***SECURITIES AMERICA ADVISORS POSITION: Supervision NATURE: Securities America Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 16 START DATE: 02/12/2021 ADDRESS: 12325 Port Grace Blvd, La Vista NE 68128 DESCRIPTION: Supervision of securities America Advisors financial professionals. ***HOMEOWNER'S ASSOCIATION BOARD MEMBER POSITION: vice President NATURE: Homeowner's Association Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2021 ADDRESS: 4798 Maney Lane, Blair NE 68008 DESCRIPTION: Participate in Board meetings as needed and make decisions on behalf of homeowners.
CRS (Client Relationship Summary) - RIA
Click below to view Janet Lynn Hill's 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®
NoneExperience
Current
June 5, 2023 - Present
ORION PORTFOLIO SOLUTIONS, LLC
Office #1: 17605 Wright St, Omaha, NE 68130RIA
CRD#: 107975
Omaha, NE
Current
June 1, 2023 - Present
BRINKER CAPITAL SECURITIES, LLC
Office #1: 1055 Westlakes Drive Suite 250, Berwyn, PA 19312BD
CRD#: 38123
Berwyn, PA
Past
February 12, 2021 - May 15, 2023
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
La Vista, NE
Past
June 25, 2012 - May 15, 2023
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LAVISTA, NE
Past
March 29, 2000 - March 15, 2006
TD AMERITRADE CLEARING, INC.
BD
CRD#: 5633
OMAHA, NE
Past
April 3, 1998 - December 31, 2001
J.P. SECURITIES, INC.
BD
CRD#: 36559
BELLEVUE, NE
Past
August 9, 1994 - March 6, 1998
ACCUTRADE INC.
BD
CRD#: 13564
BELLEVUE, NE
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".
OP
ORION PORTFOLIO SOLUTIONS, LLC
BRINKER CAPITAL INVESTMENTS | ORION PORTFOLIO SOLUTIONS, LLC. | ORION PORTFOLIO SOLUTIONS, LLC | CLS INVESTMENTS, LLC | CLS INVESTMENT FIRM, LLC | CLARKE LANZEN SKALLA INVESTMENT FIRM, LLC | CLARKE LANZEN SKALLA INVESTMENT FIRM INC | BRINKER CAPITAL INVESTMENTS, LLC.
CRD#: 107975 / SEC#: 801-57265
RIA
Registered Investment Advisory firm - (1/1/2000 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Nebraska(6/5/2023)
RR
Pennsylvania(6/1/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
OP
ORION PORTFOLIO SOLUTIONS, LLC
BRINKER CAPITAL INVESTMENTS | ORION PORTFOLIO SOLUTIONS, LLC. | ORION PORTFOLIO SOLUTIONS, LLC | CLS INVESTMENTS, LLC | CLS INVESTMENT FIRM, LLC | CLARKE LANZEN SKALLA INVESTMENT FIRM, LLC | CLARKE LANZEN SKALLA INVESTMENT FIRM INC | BRINKER CAPITAL INVESTMENTS, LLC.
CRD#: 107975 / SEC#: 801-57265
RIA
Registered Investment Advisory firm - (1/1/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
17605 Wright St, Omaha, NE 68130
Mailing Address
2300 Litton Lane Suite 100, Hebron, KY 41048
Phone number
(859) 426-2000
Established
Firm type
Fiscal year end
# of Employees
350
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 203,878 |
| AUM (Assets Under Management) | $ 57,658,151,186 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 10/21/2024 | ||
| 01/17/2024 | ||
| 10/25/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ORION PORTFOLIO SOLUTIONS, LLC
CRD#: 107975Omaha, NE 68130TRUST BUT VERIFY
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