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Lawrence Julian Shaw

Shaw Financial Solutions LLC

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About Lawrence Julian Shaw

Lawrence Julian Shaw is a financial professional with over 20 years of experience in the industry. Lawrence is currently registered as a Registered Representative and Investment Adviser Representative with Shaw Financial Solutions LLC, a firm with over 73 million dollars in regulatory assets under management. Lawrence specializes in providing financial planning and portfolio management services to individuals and corporations. Prior to his current role, Lawrence held positions at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Lawrence holds a Series 7, Series 66 and SIE license.

Firm Information

Lawrence Shaw is currently registered with Shaw Financial Solutions LLC. Shaw Financial Solutions LLC is an investment advisor registered with the SEC. The firm provides financial planning and portfolio management for individuals and businesses. As of the last reporting period, the firm managed $91,942,482 in assets under management.

$91.94M

Assets Under Management

Not reported

Total Clients

1

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.

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financial planning services

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

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Lawrence Shaw’s Registration & Firm History

FL

01/29/2024 - Present

Shaw Financial Solutions LLC (CORAL GABLES FL)

FL

01/01/2004 - 06/22/2009

AMERIPRISE FINANCIAL SERVICES, INC. (MIAMI FL)

MN

01/01/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 01/16/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lawrence Julian Shaw.
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