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Lawrence Richard Sapp

PNC Investments

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About Lawrence Richard Sapp

Lawrence Sapp is an Investment Advisor Representative with PNC Investments in CLEVELAND, OH. Lawrence Sapp has been in the financial services industry since 2004. Lawrence Sapp's current registrations are with the state of Indiana and the state of Ohio. Lawrence Sapp is licensed to offer investment advice and products, including securities, mutual funds, variable annuities, and other financial products. PNC Investments is a leading provider of financial services to individuals, families, and businesses. PNC Investments offers a wide range of financial products and services, including investment management, retirement planning, and estate planning.

Firm Information

Lawrence Sapp is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lawrence Sapp’s Registration & Firm History

OH

11/13/2009 - Present

PNC Investments (CLEVELAND OH)

OH

05/15/2007 - 11/13/2009

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

OH

07/20/2004 - 03/23/2007

AMERIPRISE FINANCIAL SERVICES, INC. (MAYFIELD HEIGHTS OH)

MN

07/20/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 02/22/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/15/2009

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/24/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lawrence Richard Sapp.
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