Lori W. Meter
Professional summary
Lori W Meter, who also goes by Lori A Meter, Lori Wilcox Meter, Lori Ann Thaner, Lori A Townsend, Lori Ann Townsend, Lori A Thaner, Lori A Wilcox, Lori Ann Wilcox, is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in Etters, Pennsylvania.
Lori is registered as a RR (Registered Representative) and started their career in finance in 2011. Lori has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Lori W Meter's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 23, 2023 - Present
P.J. ROBB VARIABLE, LLC
September 23, 2021 - December 31, 2022
TLG ADVISORS, INC.
September 22, 2021 - December 31, 2022
THE LEADERS GROUP, INC.
March 13, 2019 - April 26, 2021
KEY INVESTMENT SERVICES LLC
March 12, 2019 - April 26, 2021
KEY INVESTMENT SERVICES LLC
August 24, 2017 - February 15, 2019
FORESTERS ADVISORY SERVICES, LLC
August 24, 2017 - February 15, 2019
FORESTERS FINANCIAL SERVICES, INC.
September 26, 2016 - April 20, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 26, 2016 - April 20, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 5, 2013 - October 6, 2016
PARK AVENUE SECURITIES LLC
May 21, 2013 - October 6, 2016
PARK AVENUE SECURITIES LLC
May 22, 2012 - May 16, 2013
NEW ENGLAND SECURITIES
May 9, 2012 - May 16, 2013
NEW ENGLAND SECURITIES
September 27, 2011 - May 4, 2012
WADDELL & REED
June 21, 2011 - May 4, 2012
WADDELL & REED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/14/2023)
(6/14/2023)
(1/16/2025)
(6/14/2023)
(7/10/2023)
(5/25/2023)
(6/16/2023)
(5/25/2023)
(6/13/2023)
(6/14/2023)
(5/24/2023)
(6/14/2023)
(6/21/2023)
(6/9/2023)
(5/24/2023)
(6/15/2023)
(6/15/2023)
Exams
FINRA
Current Firm
P.J. ROBB VARIABLE, LLC
CRD#: 38339 / SEC#: , 8-48197
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CRUMP LIFE INSURANCE SERVICES, LLC | OWNER | |
| COLLINS, HEATHER MARIE | ASSISTANT TREASURER AND PRINCIPAL OPERATIONS OFFICER | 5851459 |
| CORDLE, COYE BAXTER III | CHIEF COMPLIANCE OFFICER, AML OFFICER & PRIVACY OFFICER | 4544954 |
| HARRISON, BRUCE ANDREW | PRESIDENT, CEO AND CHAIRMAN OF THE BOARD / DIRECTOR | 2232934 |
| MERCHANT, JEFFREY S | CHIIEF FINANCIAL OFFICER / TREASURER / PRINCIPAL FINANCIAL OFFICER / DIRECTOR | 4668892 |
| SCHUYLER, JOHN EDWIN | SECRETARY AND DIRECTOR | 1056044 |
| STAHLNECKER, ERIN ELIZABETH | ALTERNATE PRINCIPAL OPERATIONS OFFICER | 6606934 |
Red Flags
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