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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Anthony Lentz is a financial advisor with Stonex Advisors Inc. based in BeaverCreek, OH. Lawrence has been in the industry since 1981 and holds the Series 6, Series 63 and SIE licenses. Lawrence also has experience with WRP INVESTMENTS, INC., WS GRIFFITH SECURITIES, INC., and PHOENIX EQUITY PLANNING CORPORATION. Lawrence offers various financial planning services, including financial consulting, portfolio management for individuals and businesses, and selection of other advisors. Lawrence is a registered Investment Advisor Representative in Ohio and Indiana and offers services to individuals, corporations, charitable organizations, and high-net-worth individuals. Lawrence is also affiliated with Pinnacle Advisory Group, an insurance agency.
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.
Financial consulting services
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.
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2
OH
01/30/2015 - Present
Stonex Advisors Inc. (BeaverCreek OH)
OH
06/04/2004 - 09/12/2014
WRP INVESTMENTS, INC. (DAYTON OH)
CT
06/07/1993 - 06/09/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
06/29/1981 - 06/07/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 05/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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