Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Avery is an investment advisor representative with LPL Financial LLC. Lawrence has been in the financial services industry since June 14, 2001. Lawrence holds FINRA Series 7 and 66 licenses. Lawrence is registered with the states of Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Michigan, North Carolina, Ohio, Virginia, Washington and Wisconsin. Lawrence has previously worked with EDWARD JONES and ROBERT W. BAIRD & CO. INCORPORATED.
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
MI
05/18/2010 - Present
LPL Financial LLC (TRAVERSE CITY MI)
MI
09/16/2005 - 12/21/2009
EDWARD JONES (TRAVERSE CITY MI)
WI
06/14/2001 - 09/23/2005
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 06/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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