Lori Ann Dehart
Professional Summary
Lori Ann Dehart, who also goes by Lori Ann Hedding, Lori Hedding, was a registered financial advisor. Lori was a previously registered financial professional and started their career in finance 1996 - 2018. Lori had worked at 4 firms and has passed the SIE, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Lori Ann Hedding, Lori Hedding
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
30 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
LYNCH & ASSOCIATES | WJ LYNCH INVESTOR SERVICES, LLC | WJ LYNCH INVESTOR SERVICES LLC
Contact Information
Main Address
535 Boylston St. Floor T2, Boston, MA 02116Mailing Address
535 Boylston St. Suite T2, Boston, MA 02116Phone Number
(617) 247-7000Established
Delaware since 02/06/2006Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
Small# of Employees
10FINRA licenses (24 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1996About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Sep 2015About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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