Unclaimed
Lawrence Redell is a registered investment advisor representative with St. James Investment Company, LLC in Southlake, Texas. Lawrence has been in the financial services industry since 1996. Lawrence is licensed to offer investment advice in Texas. Lawrence holds the Series 3, Series 7, Series 63, and Series 65 licenses. Lawrence has experience providing portfolio management for individuals, businesses, and investment companies. Lawrence is committed to providing personalized investment advice to help clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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TX
09/05/2008 - Present
ST. James Investment Company, LLC (SOUTHLAKE TX)
NY
08/30/1996 - 10/20/2005
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 05/13/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/1996
Series 3 - National Commodity Futures Examination
BC
Issued 08/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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