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Lawrence Ira Schechter

Planned Asset Management

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About Lawrence Ira Schechter

Lawrence Schechter is an Investment Advisor Representative with Planned Asset Management, LLC. Lawrence has been in the industry since December 2003 and holds the Series 66, Series 65, Series 7 and SIE licenses. Lawrence's previous employers include INDEPENDENT FINANCIAL GROUP, LLC and AFA FINANCIAL GROUP, LLC. Lawrence specializes in providing financial planning, estate planning, and retirement planning services.

Firm Information

Lawrence Schechter is currently registered with Planned Asset Management. Planned Asset Management is an investment advisory firm based in Calabasas, CA. They specialize in financial planning, estate planning, and retirement planning. They manage approximately $320,337,000 in assets for 279 accounts, primarily serving individuals, high-net-worth individuals, and pension and profit-sharing plans. They also provide portfolio management services for individuals and select other advisors. You can reach out to them through their website, Facebook page, or LinkedIn company page.
Planned Asset Management

27001 AGOURA ROAD, SUITE 150

CALABASAS, CA 91301-5104

$320.34M

Assets Under Management

Not reported

Total Clients

3

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning, retirement planning

Estate planning, retirement planning

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lawrence Schechter’s Registration & Firm History

CA

10/24/2022 - Present

Planned Asset Management (CALABASAS CA)

CA

04/26/2010 - 05/16/2019

INDEPENDENT FINANCIAL GROUP, LLC (CALABASAS CA)

CA

12/10/2003 - 04/27/2010

AFA FINANCIAL GROUP, LLC (CALABASAS CA)

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Licenses & Designations

IA

Issued 10/10/2013

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/06/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lawrence Ira Schechter.
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