Unclaimed
Lawrence Paddock is a registered investment advisor representative with Thompson Creek Wealth Advisors. Lawrence has been in the industry since 2001 and has held previous roles at Dominion Investor Services, Inc. and Morgan Stanley DW Inc. Lawrence holds licenses in both Louisiana and Texas and is a member of the Pelican to Mars Cocktail Bar, Bar Napkin Ink, LLC, and Mor Yay Music, LLC. Lawrence is also a partner in New Southern Ventures, a holding company for other entities. Thompson Creek Wealth Advisors provides a variety of financial planning and investment management services to individual and institutional clients. The firm also offers pension consulting and selection of other advisors. The firm primarily charges flat negotiable retainer fees, hourly charges, and a percentage of assets.
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.
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.
Flat negotiable retainer fee
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2
LA
10/13/2015 - Present
Thompson Creek Wealth Advisors (BATON ROUGE LA)
LA
02/11/2004 - 02/25/2008
DOMINION INVESTOR SERVICES, INC. (BATON ROUGE LA)
NY
04/16/2001 - 10/31/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 04/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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