Unclaimed
Lawrence V Zartarian is an Investment Advisor Representative at 1919 Investment Counsel, LLC, a firm based in Baltimore, Maryland. Lawrence has been in the industry for over 20 years and has experience with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. He has been registered with the SEC since 2018 and has held previous registrations with S F Sentry Securities, Inc. and Howe Barnes Hoefer & Arnett, Inc. Lawrence holds Series 66, Series 65, Series 7 and Series 2 securities licenses. Lawrence and his firm offer a range of investment advisory services, including financial planning, portfolio management, and pension consulting. They primarily serve clients in Arizona, California, Colorado, Louisiana, Nevada, Oregon, Texas, and Washington.
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.
Strategic management for diversified investment portfolios.
Nondiscretionary investment advice and certain family office 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.
Asset-based fees for nondiscretionary model advice
1
2
CA
10/03/2018 - Present
1919 Investment Counsel, LLC (San Francisco CA)
CA
04/29/2011 - 08/10/2012
S F SENTRY SECURITIES, INC. (SAN FRANCISCO CA)
CA
11/06/2006 - 03/31/2011
HOWE BARNES HOEFER & ARNETT, INC. (SAN FRANCISCO CA)
BOTH
Issued 11/16/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1992
Series 2 - Non-Member General Securities Examination
Active
Inactive
Not sure Lawrence Zartarian is the right advisor for you? Invested Better is here to help.