Lori Ann Hartman
Investment adviser representative at Roffman Miller Associates Inc
24 yearsExperience
1 stateRegistered in
$3.2BFirm assets
35 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
- Seminars and workshops
Experience
24 years in the industry.
- Roffman Miller Associates IncJun 2002 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (PA).
Roffman Miller Associates Inc
Legal name: Roffman Milller Associates Inc
$3.2BAssets managed
1,598Clients
16Advisers
35 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
- 5016984
- Firm CRD
- 106019