Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurence? Claim Your ProfileLaurence Lof is a financial advisor with over 50 years of experience in the industry. Laurence is registered with Cambridge Investment Research Advisors, Inc. in Arizona and Texas and has previously held positions with LINSCO/PRIVATE LEDGER CORP., TRANSAMERICA FINANCIAL RESOURCES, INC., TRANSAMERICA SECURITIES SALES CORPORATION, USLIFE EQUITY SALES CORP. and USLIFE EQUITY SALES CORP. Laurence specializes in providing financial planning, pension consulting, educational seminars, and market timing services. Laurence's expertise extends to portfolio management for businesses and individuals. Laurence has earned the Certified Financial Planner designation.
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
AZ
01/14/2015 - Present
Cambridge Investment Research Advisors, Inc. (TUCSON AZ)
AZ
10/07/1997 - 08/01/2007
LINSCO/PRIVATE LEDGER CORP. (TUCSON AZ)
CA
05/06/1985 - 10/21/1997
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
CA
03/04/1987 - 07/31/1995
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
NA
05/01/1979 - 04/11/1985
USLIFE EQUITY SALES CORP.
NA
05/13/1971 - 05/01/1979
USLIFE EQUITY SALES CORP
IA
Issued 08/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 05/08/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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