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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 Gordon is a financial advisor with over 28 years of experience in the industry. Lawrence is registered with Grove Point Advisors, LLC and has a Series 6, 62, 63, 65, 82, and SIE license. Lawrence is also a Chartered Financial Consultant. He has worked at several firms throughout his career including SII Investments, Inc., Washington Square Securities, Inc., and Hartford Equity Sales Company, Inc. Lawrence specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high net worth individuals, corporations, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (Ellicott City MD)
WI
10/29/1998 - 10/19/2005
SII INVESTMENTS, INC. (APPLETON WI)
CT
04/30/1998 - 11/06/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CT
10/27/1994 - 04/21/1998
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
BC
Issued 04/30/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2024
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2011
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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