Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Forbish is a financial advisor with Edelman Financial Engines. Lawrence has over 20 years of experience in the financial services industry and is registered in both Virginia and Texas. Lawrence specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Lawrence also holds Series 6, 7, 63, and 66 licenses. Prior to joining Edelman Financial Engines, Lawrence worked for various firms including Truist Investment Services, Inc. and BB&T Securities, LLC.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
VA
08/15/2024 - Present
Edelman Financial Engines (Roanoke VA)
VA
02/17/2021 - 09/14/2023
TRUIST INVESTMENT SERVICES, INC. (RADFORD VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
10/17/2003 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ROANOKE VA)
NC
09/18/2001 - 10/16/2003
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NY
03/19/2001 - 10/05/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
07/31/1992 - 02/07/1997
MONY SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 03/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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