Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Jack Lee is a financial advisor at The Colony Group, LLC. Lawrence has been in the industry for more than 17 years. Lawrence holds Series 7, 86, and 87 licenses and is also a Chartered Financial Analyst. Lawrence is registered in Georgia and Virginia. Lawrence previously worked at Gratus Capital Management, LLC and Gratus Capital, LLC in Atlanta, Georgia.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
VA
10/22/2024 - Present
THE Colony Group, LLC (Falls Church VA)
NY
04/10/2012 - 09/11/2013
WELLS FARGO SECURITIES, LLC (NEW YORK NY)
NY
03/16/2011 - 04/13/2012
CANACCORD GENUITY INC. (NEW YORK NY)
NY
08/27/2007 - 03/17/2011
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
04/16/2007 - 08/06/2007
WACHOVIA CAPITAL MARKETS, LLC (NEW YORK NY)
NY
04/25/2006 - 04/09/2007
PRUDENTIAL EQUITY GROUP, LLC (NEW YORK NY)
BC
Issued 05/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2006
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/28/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Lawrence Lee is the right advisor for you? Invested Better is here to help.
