Unclaimed
Lawrence A. Tantilla is an investment advisor representative at Cambridge Investment Research Advisors, Inc. with over 20 years of experience in the financial services industry. Lawrence has been registered with the state of Illinois as an investment advisor representative since 2000. Lawrence provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management services to individuals and businesses. Lawrence also has experience working with charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Lawrence is currently registered with the state of Illinois, Arizona, Colorado, Florida, Indiana, Virginia and Wisconsin.
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
IL
07/14/2020 - Present
Cambridge Investment Research Advisors, Inc. (Villa Park IL)
IL
08/28/2019 - 06/30/2020
VOYA FINANCIAL ADVISORS, INC. (MOKENA IL)
IL
06/02/2014 - 09/05/2019
PRINCIPAL SECURITIES, INC. (Villa Park IL)
IL
06/28/2013 - 03/25/2014
COMMONWEALTH FINANCIAL NETWORK (DEER PARK IL)
IL
12/03/2010 - 03/25/2014
PLEXUS FINANCIAL SOLUTIONS (DEER PARK IL)
IL
03/05/2008 - 11/23/2009
J.W. COLE FINANCIAL, INC. (WHEATON IL)
IL
10/20/2003 - 03/06/2008
PRINCOR FINANCIAL SERVICES CORPORATION (LOMBARD IL)
GA
04/12/2002 - 10/21/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
03/09/2000 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 02/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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