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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Lowe is a financial advisor with LPL Financial LLC. Lawrence has been in the financial services industry since 2011. Lawrence is registered with the state of Texas and holds the Series 6, 63, 26 and 65 licenses. Lawrence has experience in investment advisory, financial planning and portfolio management for individuals 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.
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.
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2
TX
05/22/2023 - Present
LPL Financial LLC (DALLAS TX)
TX
05/23/2011 - 03/29/2023
PFS INVESTMENTS INC. (ALLEN TX)
IA
Issued 05/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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