Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence McGrath is an investment advisor representative with Next Financial Group, Inc. based in Mountain Home, AR. Lawrence is a Certified Financial Planner and has been in the industry since 1998. Lawrence has experience with investment advisory and insurance services, and has experience serving individual and institutional clients. Lawrence previously worked with NATIONAL PLANNING CORPORATION.
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.
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.
Seminar/workshop attendance fees
1
2
AR
01/18/2017 - Present
Next Financial Group, Inc. (MOUNTAIN HOME AR)
AR
08/08/2001 - 03/16/2007
NATIONAL PLANNING CORPORATION (MOUNTAIN HOME AR)
IN
10/20/1998 - 08/08/2001
CONSECO SECURITIES, INC. (CARMEL IN)
BC
Issued 10/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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