linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lawrence Joseph Najvar

Aegis Capital Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lawrence? Claim Your Profile

About Lawrence Joseph Najvar

Lawrence Najvar is an investment advisor representative at Aegis Capital Corp. Lawrence has been in the industry for over 37 years, and has experience working with high net worth individuals, corporations or other businesses, pooled investment vehicles, and individuals other than high net worth individuals. Lawrence has previously held positions at EDWARD JONES and TEX-ANN CAPITAL CORP.. Lawrence is a Registered Investment Advisor in the state of Texas.

Firm Information

Lawrence Najvar is currently registered with Aegis Capital Corp.. Aegis Capital Corp. is a corporation formed in 1984 and headquartered in New York, NY. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. Aegis Capital Corp. is registered with the SEC and in 53 states. The firm has over 257 registered representatives and manages approximately $1.28 billion in assets.
Aegis Capital Corp.

1345 AVENUE OF THE AMERICAS

NEW YORK, NY 10105

$1.28B

Assets Under Management

Not reported

Total Clients

156

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.

check

financial planning services

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

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lawrence Najvar’s Registration & Firm History

TX

06/26/2024 - Present

Aegis Capital Corp. (Austin TX)

TX

08/06/1996 - 05/07/2024

EDWARD JONES (AUSTIN TX)

NA

02/26/1990 - 07/17/1996

TEX-ANN CAPITAL CORP.

NY

11/20/1985 - 02/27/1990

SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)

Not sure if Lawrence Joseph Najvar is right for you?

Licenses & Designations

BOTH

Issued 12/08/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/02/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/19/1990

Series 39 - Direct Participation Programs Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/1985

Series 3 - National Commodity Futures Examination

BC

Issued 11/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Lawrence Joseph Najvar. Review regulatory record here.
Not sure if Lawrence Joseph Najvar is right for you?