Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence St john York is a financial advisor with Proactive Advisors, LLC. Lawrence has been in the financial services industry since 1984. Lawrence holds a Series 7, Series 24, Series 28, Series 53, and Series 63 license and is registered with the state of Kentucky and Texas. Lawrence specializes in financial planning, retirement planning, and portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement planning & asset allocation 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.
A percentage of the total value of assets under management is charged.
Flat annual fee
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2
KY
01/02/2018 - Present
Proactive Advisors, LLC (Lexington KY)
KY
12/14/2005 - 06/30/2008
SECURITIES SERVICE NETWORK, INC. (LEXINGTON KY)
KY
01/11/1999 - 12/31/2005
INTERACTIVE PLANNING CORP. (LEXINGTON KY)
OH
09/14/1998 - 12/31/1998
B/D HOLDINGS, INC. (CLEVELAND OH)
KY
01/11/1994 - 09/22/1998
R. H. YORK & COMPANY, INC. (COVINGTON KY)
SC
01/01/1989 - 02/17/1994
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
11/24/1987 - 12/20/1988
J.C. BRADFORD & CO.
NA
06/06/1986 - 12/15/1987
E. F. HUTTON & COMPANY INC
NA
06/04/1984 - 06/13/1986
DEAN WITTER REYNOLDS INC.
IA
Issued 09/11/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/10/1995
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 03/23/1989
Series 24 - General Securities Principal Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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