Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Crisp is a financial advisor with over 20 years of experience in the industry. Lawrence is currently registered with Cambridge Investment Research Advisors, Inc. and is located in Montgomery, Alabama. Lawrence has been a Registered Representative since 2001. Lawrence has a strong background in helping clients with their financial planning, portfolio management, and insurance needs. Lawrence is committed to providing personalized service and helping clients 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.
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
AL
08/25/2022 - Present
Cambridge Investment Research Advisors, Inc. (Montgomery AL)
AL
01/04/2021 - 08/26/2022
LEVEL FOUR FINANCIAL, LLC (Montgomery AL)
AL
07/31/2018 - 12/31/2020
LPL FINANCIAL LLC (MONTGOMERY AL)
AL
03/10/2014 - 08/06/2018
PARK AVENUE SECURITIES LLC (MONTGOMERY AL)
AL
05/04/2001 - 02/27/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MONTGOMERY AL)
WI
05/04/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 02/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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