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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 Todd Jackson is a financial advisor with over 35 years of experience in the industry. Lawrence is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since August of 2022. Prior to that, Lawrence was registered with Wells Fargo Advisors Financial Network, LLC for 18 years. Lawrence has a strong track record of providing personalized financial advice and investment management services to individuals, families, and businesses. Lawrence is committed to building long-term relationships with clients and helping them achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
08/29/2022 - Present
Raymond James Financial Services Advisors, Inc. (Glen Allen VA)
VA
07/23/2004 - 08/30/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GLEN ALLEN VA)
NJ
08/14/2000 - 08/20/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/12/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NC
03/29/1993 - 03/12/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
MI
12/16/1987 - 04/12/1993
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 06/28/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2004
Series 24 - General Securities Principal Examination
BC
Issued 04/04/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/04/1991
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/04/1991
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/21/1989
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/12/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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