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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 Bernard Hudson is an investment advisor representative at Sovran Advisors, LLC. Lawrence has been in the financial services industry since December 2010. Lawrence has a Series 7, Series 66 and SIE licenses and has been registered with the state of California. Lawrence specializes in financial planning, portfolio management, and investment management. Lawrence has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Lawrence is committed to providing personalized financial advice and investment strategies to meet the unique needs of each client.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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CA
02/23/2024 - Present
Sovran Advisors, LLC (SAN DIEGO CA)
CA
03/25/2017 - 03/05/2024
MML INVESTORS SERVICES, LLC (Costa Mesa CA)
CA
10/18/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (IRVINE CA)
CA
10/04/2010 - 08/19/2011
MORGAN STANLEY SMITH BARNEY (BREA CA)
BOTH
Issued 12/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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