Unclaimed
Lawrence Silverman is a financial advisor at LPL Financial LLC. Lawrence has been in the industry since 1991. Lawrence is registered with FINRA and is licensed in the state of Texas. Lawrence specializes in working with high-net-worth individuals, corporations, and other businesses, charitable organizations, and pension and profit-sharing plans. Lawrence provides financial planning, portfolio management, consulting and other non-discretionary advisory services, as well as educational seminars and selection of other advisors. Lawrence has a team of professionals working with him and is passionate about helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
10/04/2023 - Present
LPL Financial LLC (FRISCO TX)
TX
01/11/2019 - 10/05/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Frisco TX)
TX
08/07/2013 - 01/22/2019
LPL FINANCIAL LLC (FRISCO TX)
TX
04/17/1996 - 09/26/2012
LPL FINANCIAL LLC (COPPELL TX)
IN
02/17/1993 - 04/22/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/17/1993 - 04/22/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
AZ
01/14/1991 - 02/08/1993
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 03/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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