Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Jay Agler is a financial advisor with LPL Financial LLC. Lawrence has been in the financial industry since 1986 and has experience working with individuals, corporations, and non-profit organizations. Lawrence is registered in the state of New York and Connecticut as a broker-dealer and investment advisor representative. Lawrence previously worked with Securities America, Inc., National Planning Corporation and Jefferson Pilot Securities Corporation. Lawrence is committed to providing personalized financial advice to help clients reach their financial goals. Lawrence is dedicated to providing a high level of service and building lasting relationships with his clients.
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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NY
02/08/2023 - Present
LPL Financial LLC (SARATOGA SPRINGS NY)
CT
10/17/2017 - 02/06/2023
SECURITIES AMERICA, INC. (SOUTH WINDSOR CT)
CT
03/31/2006 - 10/25/2017
NATIONAL PLANNING CORPORATION (MONROE CT)
CT
07/08/2000 - 04/03/2006
JEFFERSON PILOT SECURITIES CORPORATION (MONROE CT)
NH
06/18/1997 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
CT
08/03/1995 - 09/17/1997
UNITED SECURITIES GROUP, INC. (FARMINGTON CT)
CT
11/14/1994 - 01/27/1995
BANNON & WHITNEY, INC. (WEST HARTFORD CT)
NY
01/18/1993 - 11/15/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
NH
01/14/1991 - 12/15/1992
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
SC
03/03/1989 - 01/09/1991
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
03/19/1986 - 03/15/1989
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
IA
Issued 02/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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