Unclaimed
Lawrance Malone Johnson is a financial advisor with Kestra Investment Services, LLC. Lawrance has been working in the financial services industry since 1996, and currently holds registrations in California and Texas. Lawrance specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and high-net-worth individuals. Lawrance's previous experience includes roles with Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., Securities America, Inc., Brecek & Young Advisors, Inc., and Money Concepts Capital Corp. Lawrance is committed to providing his clients with personalized financial advice and helping them 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.
1
2
TX
05/08/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
CA
07/25/2014 - 05/24/2023
WELLS FARGO CLEARING SERVICES, LLC (ANTIOCH CA)
CA
10/01/2012 - 07/29/2014
J.P. MORGAN SECURITIES LLC (FAIRFIELD CA)
CA
08/16/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FAIRFIELD CA)
CA
01/23/2009 - 08/17/2010
SECURITIES AMERICA, INC. (VALLEJO CA)
CA
03/05/2007 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (VALLEJO CA)
CA
06/29/1998 - 03/05/2007
MONEY CONCEPTS CAPITAL CORP (VALLEJO CA)
OH
03/25/1998 - 08/12/1998
EMISSARY FINANCIAL GROUP, INC. (MENTOR OH)
FL
07/09/1996 - 03/17/1998
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
IA
Issued 01/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lawrance Johnson is the right advisor for you? Invested Better is here to help.