Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames David Lawrence is a registered representative with Cambridge Investment Research Advisors, Inc. James David Lawrence has been in the financial services industry since March 8, 2020 and holds a Series 65, Series 63, Series 6TO, and SIE license. James David Lawrence has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. James David Lawrence specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
06/03/2020 - Present
Cambridge Investment Research Advisors, Inc. (Bradenton FL)
BC
Issued 06/19/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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