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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Lawrence is a financial advisor with over 22 years of experience in the industry. John is currently registered with Cetera Investment Advisers LLC in Centralia, Washington. John has previously been registered with First Allied Securities, Inc., Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc. John has also been involved in a number of other business ventures. John specializes in working with individuals, corporations and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
WA
11/12/2020 - Present
Cetera Investment Advisers LLC (CENTRALIA WA)
WA
07/24/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (CENTRALIA WA)
WA
01/01/2008 - 07/17/2008
WACHOVIA SECURITIES, LLC (CHEHALIS WA)
WA
11/09/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHEHALIS WA)
BOTH
Issued 12/7/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/8/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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