Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Edwards is a financial advisor registered with the state of California. Lawrence is associated with Global View Capital Management LLC, a firm headquartered in Waukesha, Wisconsin. Lawrence is also registered with the state of Wisconsin, and holds a Series 6, Series 63 and Series 65 license. Lawrence has experience in financial planning and retirement planning, with expertise in managing investments for individuals and providing advice to participants of 401(k), 403b, 457 and SIMPLE retirement plans. Lawrence is also a sub-advisor to other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
03/14/2024 - Present
Global View Capital Management LLC (WAUKESHA WI)
CA
03/27/2018 - 03/07/2024
TRANSAMERICA FINANCIAL ADVISORS, INC (TORRANCE CA)
IA
Issued 06/14/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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