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Lawrence Gregory Tunnell

Schwab Wealth Advisory, Inc.

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About Lawrence Gregory Tunnell

Lawrence Gregory Tunnell is a financial advisor with over 10 years of experience in the financial services industry. Lawrence has a strong background in investment advisory and has passed several industry exams, including the Series 7, Series 63, Series 9, and Series 65. Lawrence currently works at Schwab Wealth Advisory, Inc. and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Lawrence is licensed to provide financial advice in Florida and Texas. Lawrence has experience working with individuals, high-net-worth clients, and businesses. Lawrence's expertise lies in portfolio management and financial planning, which is designed to help clients achieve their financial goals.

Firm Information

Lawrence Tunnell is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Lawrence Tunnell’s Registration & Firm History

FL

08/08/2024 - Present

Schwab Wealth Advisory, Inc. (ORLANDO FL)

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Licenses & Designations

IA

Issued 03/18/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/22/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Lawrence Gregory Tunnell.
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