Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Depaul is a financial advisor registered with Newport Wealth Advisors, Inc. located in Newport Beach, CA. Lawrence has been in the financial industry since July 30, 2002, and has experience in a variety of financial services, including investment advice, financial planning, and insurance. Lawrence has a strong track record of success in helping clients reach their financial goals. Lawrence's previous employers include Capital Growth Resources and Ameriprise Financial Services, Inc.. Lawrence holds a Series 7, Series 24, and Series 66 license. Lawrence is also a registered Investment Advisor Representative in California and Texas. Lawrence is a member of the Society for Financial Awareness. Lawrence has been involved in the financial industry for over 20 years, and has a strong reputation for providing clients with high-quality financial advice.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Negotiated
1
2
CA
02/28/2019 - Present
Newport Wealth Advisors, Inc. (NEWPORT BEACH CA)
CA
08/22/2007 - 11/02/2011
CAPITAL GROWTH RESOURCES (NEWPORT BEACH CA)
CA
07/30/2002 - 08/23/2007
AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)
MN
07/30/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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