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Lawrence Li is a financial consultant with Florida Financial Advisors, LLC. Lawrence is registered with the Securities and Exchange Commission and holds a Series 65 license. Lawrence is also licensed in Florida and Georgia. Lawrence has been working in the financial industry since November 2024. Lawrence provides a variety of financial services including financial planning, pension consulting, and portfolio management. Lawrence specializes in working with high-net-worth individuals, individuals other than high-net-worth, and businesses.
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.
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.
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.
2% of net worth or assets for financial planning clients
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GA
12/26/2024 - Present
Florida Financial Advisors, LLC (Atlanta GA)
Active
Inactive
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