Unclaimed
Lawrence Barth is a financial professional with over 35 years of experience in the securities industry. Lawrence has a wide range of experience, having worked with firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, Hornor, Townsend & Kent, Inc., and Principal Securities, Inc. Lawrence is currently registered with Park Avenue Securities LLC and is licensed to provide investment advice in multiple states. Lawrence is also a Chartered Financial Consultant.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
NY
02/07/2022 - Present
Park Avenue Securities LLC (MELVILLE NY)
NY
08/03/2016 - 08/09/2017
PRINCIPAL SECURITIES, INC. (Melville NY)
NY
02/15/2002 - 08/12/2016
HORNOR, TOWNSEND & KENT, INC. (NEW YORK NY)
CA
11/21/1996 - 03/13/2002
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
GA
08/15/1994 - 11/22/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
04/29/1993 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
06/16/1988 - 05/05/1993
G. R. PHELPS & CO., INC.
NY
03/20/1986 - 06/18/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/11/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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