Unclaimed
Lawrence Rembert Mickle is a registered Investment Advisor Representative with Kingsview Wealth Management, LLC. Lawrence has been working in the financial industry for over 12 years. Lawrence has Series 6, 7, 63, and 65 licenses and the SIE exam. Prior to joining Kingsview Wealth Management, LLC, Lawrence was affiliated with CreativeOne Securities, LLC, Capital Investment Group, Inc., Wells Fargo Clearing Services, LLC and Northwestern Mutual Investment Services, LLC. Lawrence provides portfolio management for businesses, individuals, and investment companies and provides financial planning services.
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.
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.
Strategic management for diversified investment portfolios.
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
SC
11/03/2023 - Present
Kingsview Wealth Management, LLC (MYRTLE BEACH SC)
SC
05/05/2021 - 11/02/2023
CREATIVEONE SECURITIES, LLC (Mount Pleasant SC)
SC
11/27/2018 - 09/27/2019
CAPITAL INVESTMENT GROUP, INC. (MURRELLS INLET SC)
SC
06/21/2012 - 07/09/2018
WELLS FARGO CLEARING SERVICES, LLC (GEORGETOWN SC)
SC
03/11/2011 - 03/15/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLESTON SC)
IA
Issued 05/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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