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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 Gibbons Russell is a financial advisor who has been in the industry since June 12, 1995. Lawrence is currently registered with LPL Financial LLC, and has been with the firm since October 2009. Lawrence holds the Series 6, 7, 24, 63, and 66 securities licenses and is registered to conduct business in Arizona, California, Montana, Nevada, Oregon, Pennsylvania, Utah and Washington. In addition to being a financial advisor, Lawrence also works as a CPA/Bookkeeper/Tax Preparer. Lawrence is a specialist in financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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2
CA
11/02/2009 - Present
LPL Financial LLC (FOUNTAIN VALLEY CA)
CA
10/31/2005 - 11/03/2009
SAGEPOINT FINANCIAL, INC. (FOUNTAIN VALLEY CA)
AZ
06/13/1995 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
BOTH
Issued 11/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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