Lorraine Hernandez forbes
Investment adviser representative at TD Private Client Wealth LLC
13 yearsExperience
10 statesRegistered in
$8.6BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- TD Private Client Wealth LLCJan 2023 to now
- TD Bank N.A.Jan 2023 to now
- JP Morgan Chase Bank, N.A.Nov 2019 to Jan 2023
- JP Morgan Securities, LLCNov 2019 to Jan 2023
- PNC InvestmentsAug 2013 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 10 states (FL, IA, IL, KS, ME, NC, NJ, NY, PA, TX).
TD Private Client Wealth LLC
$8.6BAssets managed
25,685Clients
530Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4642695
- Firm CRD
- 164484