Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Gillum is a financial advisor with LPL Financial LLC. Lawrence has been in the financial services industry since 1999. Lawrence has been registered with the state of South Carolina since 2021. Lawrence is a Chartered Financial Analyst (CFA) and has passed the Series 7 and Series 66 exams. Lawrence specializes in financial planning, portfolio management for individuals and businesses, and consulting. Lawrence has experience working at Raymond James & Associates, Inc. and Nuveen Investments, LLC.
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
SC
01/01/2025 - Present
LPL Financial LLC (FORT MILL SC)
FL
02/05/2011 - 02/05/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IL
11/19/2004 - 07/19/2005
NUVEEN INVESTMENTS, LLC (CHICAGO IL)
FL
06/21/1999 - 11/23/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 07/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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