Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Potomac is a financial advisor with LPL Financial LLC. Lawrence has over 40 years of experience in the financial services industry and is registered to provide investment advice in Arizona, California, and Texas. Lawrence has previously worked for firms including Associated Securities Corp., Sagepoint Financial, Inc., Sunamerica Securities, Inc., Anchor National Financial Services, Inc., Private Ledger Financial Services, Incorporated, and Investment Marketing, Inc. Lawrence holds licenses for securities, investment advising and municipal securities and holds the Series 63, 65, 7, 24 and 53 exams. Lawrence offers a range of financial planning and advisory services to individuals, businesses 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.
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
CA
12/11/2018 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
03/18/2009 - 09/08/2009
ASSOCIATED SECURITIES CORP. (SAN DIEGO CA)
CA
10/31/2005 - 03/24/2009
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
07/31/1984 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
03/27/1981 - 08/10/1984
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
08/22/1980 - 04/20/1981
INVESTMENT MARKETING, INC.
IA
Issued 04/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/15/1980
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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