Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Cooper Lawrance has been a registered investment advisor since 1982. He currently works as a wealth advisor at Seacrest Wealth Management, LLC. He has experience working with a variety of clients including individuals, corporations, and charitable organizations. Francis Cooper Lawrance specializes in providing financial planning, pension consulting, and portfolio management services. He has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
09/20/2019 - Present
Seacrest Wealth Management, LLC (PURCHASE NY)
CT
07/09/2012 - 09/25/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (SOUTHPORT CT)
CT
01/01/2008 - 07/10/2012
WELLS FARGO ADVISORS, LLC (WESTPORT CT)
CT
10/22/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SOUTHPORT CT)
CT
11/18/1982 - 11/01/1990
ADVEST, INC. (HARTFORD CT)
NA
03/30/1982 - 11/17/1982
CARREAU, SMITH, INC.
IA
Issued 07/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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