Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Lee Karpf is an investment advisor representative with LPL Financial LLC, based in Tinton Falls, New Jersey. Lawrence has over 28 years of experience in the financial services industry. Lawrence has been registered with the Securities and Exchange Commission (SEC) since 1995 and has held previous roles with MOMENTUM INDEPENDENT NETWORK INC. and WELLS FARGO CLEARING SERVICES, LLC. Lawrence is licensed to offer securities and investment advisory services in the states of Connecticut, Florida, Missouri, New Jersey, New York, Pennsylvania, and Virginia.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NJ
05/06/2024 - Present
LPL Financial LLC (TINTON FALLS NJ)
NJ
08/13/2020 - 05/07/2024
MOMENTUM INDEPENDENT NETWORK INC. (Tinton Falls NJ)
NJ
07/01/2003 - 08/14/2020
WELLS FARGO CLEARING SERVICES, LLC (RED BANK NJ)
NY
10/12/1995 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 10/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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