Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Lyons Orr III is a financial advisor with over 38 years of experience in the financial services industry. Lawrence has been a registered representative with Janney Montgomery Scott LLC since November 2012. Prior to that, Lawrence was a registered representative with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Morgan Stanley DW Inc., McDonald Investments Inc., Wachovia Securities, Inc., The Robinson-Humphrey Company Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Lawrence is a registered investment advisor in North Carolina, South Carolina, and Texas. Lawrence is also a registered representative in Alabama, Florida, Georgia, Kentucky, Massachusetts, Mississippi, Missouri, Nebraska, New Hampshire, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, and West 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.
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.
Fee plus commission
1
2
SC
05/20/2013 - Present
Janney Montgomery Scott LLC (COLUMBIA SC)
NC
06/01/2009 - 12/22/2010
MORGAN STANLEY SMITH BARNEY (CHARLOTTE NC)
NC
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHARLOTTE NC)
SC
06/29/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (COLUMBIA SC)
NY
11/13/2002 - 04/14/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
OH
06/11/1999 - 11/05/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NC
04/28/1995 - 06/28/1999
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
GA
08/05/1983 - 05/05/1995
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
NA
07/22/1982 - 07/25/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 05/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/31/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/06/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1983
Series 3 - National Commodity Futures Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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