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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 McMillan is an investment advisor representative with McMillan Analysis Corp. based in RANDOLPH, NJ. Lawrence has been in the industry since 1976. Lawrence has worked at two previous firms, Thomson McKinnon Securities Inc. and Prudential-Bache Securities Inc. Lawrence has a broad range of experience in the financial services industry, having passed several industry exams, including the Series 3, 5, 7, 15, and PC exams. Lawrence has also obtained the Registered Options Principal Examination (Series 4). Lawrence holds a current IA registration with the states of California, Florida, New Jersey, and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Financial consulting and expert witness 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.
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.
Seminar fees; publication fees, expert witness fees
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NJ
04/20/2016 - Present
McMillan Analysis Corp. (RANDOLPH NJ)
NY
01/03/1977 - 08/10/1995
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NY
02/27/1990 - 12/04/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BC
Issued 09/13/1977
Series 4 - Registered Options Principal Examination
BC
Issued 10/14/1991
Series 3 - National Commodity Futures Examination
BC
Issued 11/09/1982
Series 15 - Foreign Currency Options Examination
BC
Issued 10/14/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/07/1977
PC - AMEX Put and Call Exam
BC
Issued 12/18/1976
Series 7 - General Securities Representative Examination
Active
Inactive
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