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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Weller is a financial advisor with ECF Wealth, Inc. Lawrence has been working in the financial industry since 2009. Lawrence provides a range of financial services to individuals and families, including financial planning, pension consulting, and portfolio management. Lawrence is a Certified Financial Planner and a Chartered Financial Consultant. Lawrence is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. Lawrence is also registered with the following states: California, Florida, Michigan, and Texas.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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FL
12/06/2022 - Present
ECF Wealth, Inc. (MIAMI BEACH FL)
CA
11/10/2014 - 12/19/2019
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
11/25/2009 - 11/13/2014
NEW ENGLAND SECURITIES (SAN DIEGO CA)
IA
Issued 03/04/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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