Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Charles John Manning is an investment advisor representative with Captrust. Lawrence has been in the industry since 1985 and has experience working with various clients, including high-net-worth individuals, corporations, and institutions. He is a Chartered Financial Analyst and holds a Series 7 and Series 63 license. Lawrence is also a registered Investment Advisor in Massachusetts and Texas. Lawrence has held previous positions at CADARET, GRANT & CO., INC., First Affiliated Securities, Inc., PFG Securities, Inc., J. T. Moran & Co., Inc. and Buttonwood Securities Corporation of Massachusetts.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
09/17/2020 - Present
Captrust (Boston MA)
NY
12/10/1990 - 01/21/1999
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CA
08/25/1989 - 01/11/1991
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
NA
09/08/1988 - 08/25/1989
PFG SECURITIES, INC.
NA
05/20/1988 - 07/07/1988
J. T. MORAN & CO., INC.
NA
08/20/1985 - 05/20/1988
BUTTONWOOD SECURITIES CORPORATION OF MASSACHUSETTS
IA
Issued 03/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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