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Daniel Seth Lawrence

Kestra Investment Services, LLC

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About Daniel Seth Lawrence

Daniel Lawrence is a financial advisor with over 17 years of experience in the industry. Daniel has held a Series 7 and Series 66 license since 2005. Currently, Daniel is affiliated with Kestra Investment Services, LLC. The firm is located in Austin, Texas.

Firm Information

Daniel Lawrence is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Daniel Lawrence’s Registration & Firm History

TX

12/12/2005 - Present

Kestra Investment Services, LLC (AUSTIN TX)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Seth Lawrence.
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