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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 Richard Stone is a financial advisor with Mutual Advisors, LLC. Lawrence has been in the industry since 1994 and holds a Series 63 and Series 7 licenses. Lawrence is also registered as an Investment Advisor Representative in California. Lawrence has experience working with individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans. Lawrence also provides financial planning, pension consulting, and hourly consulting 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.
Guidance on pension options to ensure a secure financial future.
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.
Hourly consulting
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
CA
11/03/2017 - Present
Mutual Advisors, LLC (Pasadena CA)
CA
11/03/2017 - 12/31/2023
MUTUAL SECURITIES, INC. (Pasadena CA)
CA
06/21/1999 - 11/08/2017
NATIONAL PLANNING CORPORATION (PASADENA CA)
AZ
05/09/1994 - 06/25/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
01/12/1994 - 05/09/1994
TRIPLE CHECK FINANCIAL SERVICES, INC. (BURBANK CA)
BC
Issued 01/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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