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Lawrence Anthony Faretta

Trust Advisory Group Ltd.

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About Lawrence Anthony Faretta

Lawrence Faretta is a financial advisor with over 35 years of experience. Lawrence has been registered with Trust Advisory Group Ltd. since 1997 and is also registered with Stonex Securities Inc. since 2024. Lawrence offers a range of services, including financial planning, pension consulting, and portfolio management. Lawrence holds a Certified Financial Planner designation and has passed the Series 63, Series 65, and Series 7 exams. Lawrence is licensed to provide investment advice in multiple states.

Firm Information

Lawrence Faretta is currently registered with Trust Advisory Group Ltd.. Trust Advisory Group Ltd. is an investment advisor located in BIRMINGHAM, AL. The firm has 43 investment advisor representatives and manages $560,370,155 in regulatory assets under management. Trust Advisory Group Ltd. primarily provides financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. The firm serves individuals, high-net-worth individuals, pension and profit-sharing plans, and state or municipal government entities.
Trust Advisory Group Ltd.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$560.37M

Assets Under Management

11

Total Clients

36

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lawrence Faretta’s Registration & Firm History

MA

08/15/1997 - Present

Trust Advisory Group Ltd. (HAVERHILL MA)

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Licenses & Designations

IA

Issued 10/25/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/25/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lawrence Anthony Faretta.
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