Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Kellogg Marsh is a financial advisor with over 40 years of experience in the industry. Lawrence Marsh is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since November 2013. Lawrence Marsh has previously worked with Morgan Stanley, Citigroup Global Markets Inc., The Robinson-Humphrey Company Inc. and Lehman Brothers Inc. Lawrence Marsh has also been a member of the Finance/Investment Committee of All Saints Episcopal Church in Winter Park, Florida, since 2018. Lawrence Marsh offers a range of financial services to individuals and businesses including financial planning, pension consulting, educational seminars and portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
04/16/2024 - Present
Raymond James Financial Services Advisors, Inc. (WINTER PARK FL)
FL
06/01/2009 - 11/26/2013
MORGAN STANLEY (WINTER PARK FL)
FL
06/05/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WINTER PARK FL)
GA
05/16/1991 - 04/29/1993
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
NY
05/21/1979 - 05/20/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/19/1979 - 11/26/1979
LOEB PARTNERS
NA
09/26/1978 - 06/21/1979
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
09/01/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 12/24/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/20/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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