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Lawrence Keith Bogar

Advisory Services Network

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About Lawrence Keith Bogar

Lawrence Keith Bogar is a financial advisor with Advisory Services Network. Lawrence has been in the industry since 1989 and has extensive experience in financial planning and portfolio management. Lawrence is also a Chartered Financial Consultant, and provides a variety of services to individuals, families, and businesses. Lawrence is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Lawrence Bogar is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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 Bogar’s Registration & Firm History

NJ

01/10/2018 - Present

Advisory Services Network (Montclair NJ)

NY

02/17/2016 - 11/10/2017

WUNDERLICH SECURITIES, INC. (New York NY)

NJ

07/18/2013 - 12/28/2015

AMERIPRISE FINANCIAL SERVICES, INC. (SADDLE BROOK NJ)

NY

09/08/2008 - 07/15/2013

OPPENHEIMER & CO. INC. (NEW YORK NY)

NJ

07/01/2003 - 09/04/2008

WACHOVIA SECURITIES, LLC (FLORHAM PARK NJ)

NY

05/06/2002 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

MA

12/01/2000 - 05/01/2002

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NY

03/23/1995 - 11/09/2000

W.J. NOLAN & COMPANY, INC. (NEW YORK NY)

NY

02/09/1995 - 04/17/1996

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NY

01/05/1995 - 04/26/1995

CADARET, GRANT & CO., INC. (SYRACUSE NY)

NY

05/08/1992 - 01/05/1995

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NE

05/01/1990 - 12/31/1991

MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)

NJ

01/16/1989 - 11/28/1989

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

IA

Issued 10/21/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/19/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/1998

Series 24 - General Securities Principal Examination

BC

Issued 11/10/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/1996

Series 7 - General Securities Representative Examination

BC

Issued 01/13/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Lawrence Keith Bogar. Review regulatory record here.
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